Purchases and Sales Made in Q3 2023 in First Tr Pfd Secs & Income ETF (FPE)
This table provides information about the institutional ownership of First Tr Pfd Secs & Income ETF (FPE) during Q3 2023. The information is specifically focused on institutions that hold shares of FIRST TR PFD SECS & INCOME ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
21.8K+ 23.49% |
$346K - $355K
|
115K
$2.06M
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
19.7K+ 13.02% |
$313K - $321K
|
171K
$3.08M
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
19.4K+ 6.7% |
$308K - $316K
|
308K
$5.56M
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
19.3K+ 4.32% |
$307K - $314K
|
467K
$8.41M
|
|
Nov 09, 2023
Q3 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
19K+ 38.0% |
$302K - $309K
|
69K
$1.24M
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
17.6K+ 122.71% |
$279K - $286K
|
31.9K
$575K
|
|
Nov 07, 2023
Q3 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
17.2K+ 40.46% |
$274K - $281K
|
59.9K
$1.08M
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
16.9K+ 6.25% |
$268K - $275K
|
287K
$5.17M
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
16.5K+ 4.68% |
$261K - $268K
|
368K
$6.64M
|
|
Nov 28, 2023
Q3 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
16.4K+ 8.16% |
$261K - $267K
|
218K
$3.92M
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
16.1K+ 9.44% |
$256K - $263K
|
187K
$3.37M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
15.8K+ 3.43% |
$252K - $258K
|
478K
$8.61M
|
|
Oct 27, 2023
Q3 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
14.5K+ 20.95% |
$230K - $236K
|
83.8K
$1.51M
|
|
Nov 03, 2023
Q3 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
14KNew |
$223K - $228K
|
14K
$253K
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
13.4K+ 1.96% |
$213K - $218K
|
695K
$12.5M
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
13.2K+ 13.3% |
$210K - $215K
|
113K
$2.03M
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
13.2KNew |
$209K - $215K
|
13.2K
$238K
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
12.7K+ 3.84% |
$201K - $206K
|
343K
$6.18M
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
12.2K+ 3.12% |
$194K - $199K
|
405K
$7.29M
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
11.9KNew |
$189K - $194K
|
11.9K
$214K
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
11.5KNew |
$182K - $187K
|
11.5K
$207K
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
11.2KNew |
$178K - $182K
|
11.2K
$202K
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
10.2KNew |
$162K - $166K
|
10.2K
$183K
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
10KNew |
$159K - $163K
|
10K
$181K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
10KNew |
$159K - $163K
|
10K
$180K
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
9.89K+ 4.64% |
$157K - $161K
|
223K
$4.01M
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
9.74K+ 87.47% |
$155K - $158K
|
20.9K
$376K
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
9.49K+ 0.87% |
$151K - $155K
|
1.1M
$19.8M
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
8.57K+ 5.84% |
$136K - $140K
|
155K
$2.8M
|
|
Nov 01, 2023
Q3 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
8.51K+ 18.06% |
$135K - $139K
|
55.7K
$1M
|
|
Nov 14, 2023
Q3 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
7.88K+ 2.46% |
$125K - $128K
|
328K
$5.91M
|
|
Nov 17, 2023
Q3 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
7.3K+ 5.98% |
$116K - $119K
|
129K
$2.33M
|
|
Nov 14, 2023
Q3 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
7.27K+ 3.83% |
$115K - $118K
|
197K
$3.55M
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7.09K+ 26.91% |
$113K - $115K
|
33.4K
$602K
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.81K+ 4.14% |
$108K - $111K
|
171K
$3.08M
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
6.76K+ 12.59% |
$107K - $110K
|
60.4K
$1.09M
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.05K+ 55.8% |
$96.1K - $98.5K
|
16.9K
$304K
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
5.89K+ 2.58% |
$93.6K - $95.9K
|
235K
$4.23M
|
|
Oct 10, 2023
Q3 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
5.48K+ 2.1% |
$87K - $89.1K
|
266K
$4.79M
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.33K+ 9.27% |
$84.6K - $86.7K
|
62.8K
$1.13M
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
5.18KNew |
$82.3K - $84.3K
|
5.18K
$93.3K
|
|
Nov 06, 2023
Q3 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
4.8K+ 1.69% |
$76.2K - $78.1K
|
289K
$5.21M
|
|
Jan 16, 2024
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
4.76K+ 2.45% |
$75.6K - $77.5K
|
199K
$3.59M
|
|
Oct 19, 2023
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
4.76K+ 2.45% |
$75.6K - $77.5K
|
199K
$3.59M
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
4.55K+ 1.16% |
$72.2K - $74K
|
397K
$7.14M
|
|
Oct 11, 2023
Q3 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
4.24K+ 0.43% |
$67.4K - $69.1K
|
988K
$17.8M
|
|
Oct 23, 2023
Q3 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
4.18K+ 1.66% |
$66.4K - $68.1K
|
256K
$4.6M
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.01K+ 1.55% |
$63.6K - $65.2K
|
263K
$4.74M
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
4K+ 4.45% |
$63.6K - $65.2K
|
93.9K
$1.69M
|
|
Nov 13, 2023
Q3 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
3.86K+ 24.61% |
$61.2K - $62.8K
|
19.5K
$352K
|