Purchases and Sales Made in Q3 2023 in First Tr Pfd Secs & Income ETF (FPE)

FPE Quotes by TradingView

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 30, 2023 Q3 2023
Pfs Partners, LLC

Mine Hill, NJ
BUY
 -
3.81K
+ 1.13%
$60.5K - $62K
342K $6.09M
Oct 16, 2023 Q3 2023
Capital Investment Advisors, LLC

BUY
 -
3.8K
+ 28.76%
$60.3K - $61.8K
17K $303K
Nov 09, 2023 Q3 2023
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
3.62K
+ 21.59%
$57.4K - $58.9K
20.4K $363K
Oct 18, 2023 Q3 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
3.6K
+ 9.41%
$57.2K - $58.7K
41.9K $747K
Oct 12, 2023 Q3 2023
Patten Group, Inc.

BUY
 -
3.52K
+ 5.1%
$55.9K - $57.4K
72.7K $1.3M
Nov 07, 2023 Q3 2023
Oder Investment Management, LLC

Woodland Hills, CA
BUY
 -
3.44K
+ 9.16%
$54.6K - $56K
41K $731K
Nov 14, 2023 Q3 2023
Raymond James Trust N.A.

BUY
 -
3.28K
+ 5.15%
$52.1K - $53.4K
67K $1.19M
Oct 24, 2023 Q3 2023
J.W. Cole Advisors, Inc.

BUY
 -
3.23K
+ 4.34%
$51.3K - $52.6K
77.6K $1.38M
Nov 09, 2023 Q3 2023
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
2.91K
+ 42.17%
$46.2K - $47.4K
9.81K $175K
Oct 10, 2023 Q3 2023
Dynamic Advisor Solutions LLC

BUY
 -
2.75K
+ 13.01%
$43.6K - $44.7K
23.8K $425K
Oct 17, 2023 Q3 2023
Financial Enhancement Group LLC

Anderson, IN
BUY
 -
2.72K
+ 0.58%
$43.2K - $44.3K
469K $8.35M
Oct 11, 2023 Q3 2023
Independent Wealth Network Inc.

BUY
 -
2.54K
+ 2.73%
$40.4K - $41.4K
95.8K $1.71M
Nov 13, 2023 Q3 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
2.42K
+ 3.47%
$38.5K - $39.4K
72.3K $1.29M
Oct 27, 2023 Q3 2023
Midwest Heritage Bank, Fsb

BUY
 -
2.32K
+ 1.06%
$36.9K - $37.8K
222K $3.95M
Nov 02, 2023 Q3 2023
Capital Investment Advisory Services, LLC

BUY
 -
2.22K
+ 1.97%
$35.2K - $36.1K
115K $2.04M
Oct 19, 2023 Q3 2023
Good Life Advisors, LLC

BUY
 -
2.18K
+ 10.81%
$34.7K - $35.5K
22.4K $399K
Nov 14, 2023 Q3 2023
Cornerstone Advisory, LLC

BUY
 -
2.13K
+ 7.36%
$33.8K - $34.6K
31.1K $554K
Oct 12, 2023 Q3 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
2.11K
+ 11.48%
$33.5K - $34.3K
20.5K $365K
Nov 06, 2023 Q3 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
2.08K
+ 13.81%
$33K - $33.8K
17.1K $305K
Nov 14, 2023 Q3 2023
Stephens Inc

BUY
 -
1.88K
+ 1.62%
$29.9K - $30.6K
118K $2.1M
Nov 03, 2023 Q3 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
1.78K
+ 9.12%
$28.2K - $28.9K
21.3K $379K
Oct 16, 2023 Q3 2023
Edmonds Duncan Registered Investment Advisors, LLC

BUY
 -
1.66K
+ 1.12%
$26.4K - $27.1K
150K $2.68M
Nov 14, 2023 Q3 2023
Private Portfolio Partners LLC

BUY
 -
1.5K
+ 4.56%
$23.9K - $24.5K
34.5K $615K
Nov 08, 2023 Q3 2023
Koesten, Hirschmann & Crabtree, Inc.

Overland Park, KS
BUY
 -
1.45K
New
$23K - $23.5K
1.45K $25.8K
Oct 10, 2023 Q3 2023
Choice Wealth Advisors, LLC

Waterville, ME
BUY
 -
1.43K
+ 0.51%
$22.7K - $23.3K
280K $5M
Oct 27, 2023 Q3 2023
First Horizon Advisors, Inc.

BUY
 -
1.2K
+ 263.96%
$19.1K - $19.6K
1.66K $29.5K
Oct 17, 2023 Q3 2023
Piscataqua Savings Bank

BUY
 -
1.2K
New
$19.1K - $19.5K
1.2K $21.4K
Oct 10, 2023 Q3 2023
Mjp Associates Inc

BUY
 -
971
+ 2.67%
$15.4K - $15.8K
37.3K $666K
Nov 13, 2023 Q3 2023
Provence Wealth Management Group

BUY
 -
950
New
$15.1K - $15.5K
950 $16.9K
Nov 01, 2023 Q3 2023
Kraematon Investment Advisors, Inc

BUY
 -
888
+ 2.26%
$14.1K - $14.5K
40.2K $717K
Oct 25, 2023 Q3 2023
Migdal Insurance & Financial Holdings Ltd.

BUY
 -
800
New
$12.7K - $13K
800 $14.3K
Nov 13, 2023 Q3 2023
Wintrust Investments LLC

Chicago, IL
BUY
 -
772
+ 0.23%
$12.3K - $12.6K
343K $6.12M
Nov 03, 2023 Q3 2023
Org Partners LLC

Roanoke, IN
BUY
 -
660
New
$10.5K - $10.7K
660 $11.8K
Nov 13, 2023 Q3 2023
First Trust Advisors LP

Wheaton, IL
BUY
 -
627
+ 1.16%
$9.96K - $10.2K
54.5K $972K
Oct 18, 2023 Q3 2023
De Dora Capital, Inc.

BUY
 -
620
+ 4.71%
$9.85K - $10.1K
13.8K $246K
Nov 14, 2023 Q3 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
534
New
$8.48K - $8.69K
534 $9.52K
Oct 19, 2023 Q3 2023
Lion Street Advisors, LLC

BUY
 -
515
+ 0.94%
$8.18K - $8.38K
55.5K $990K
Nov 15, 2023 Q3 2023
Atticus Wealth Management, LLC

BUY
 -
512
+ 1.55%
$8.13K - $8.34K
33.5K $597K
Nov 08, 2023 Q3 2023
Sequoia Financial Advisors, LLC

BUY
 -
510
+ 3.02%
$8.1K - $8.3K
17.4K $311K
Nov 06, 2023 Q3 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
500
+ 59.52%
$7.94K - $8.14K
1.34K $23.9K
Nov 15, 2023 Q3 2023
Financial Gravity Asset Management, Inc.

BUY
 -
420
New
$6.67K - $6.84K
420 $7.49K
Nov 14, 2023 Q3 2023
Matrix Private Capital Group LLC

New York, NY
BUY
 -
398
+ 1.18%
$6.32K - $6.48K
34.3K $611K
Oct 25, 2023 Q3 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
368
+ 8.61%
$5.84K - $5.99K
4.64K $82.8K
Nov 02, 2023 Q3 2023
Cnb Bank

Clearfield, PA
BUY
 -
350
New
$5.56K - $5.7K
350 $6.24K
Nov 13, 2023 Q3 2023
Coastwise Capital Group, LLC

La Jolla, CA
BUY
 -
296
+ 0.93%
$4.7K - $4.82K
32.3K $575K
Nov 13, 2023 Q3 2023
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
269
+ 1.65%
$4.27K - $4.38K
16.6K $296K
Nov 13, 2023 Q3 2023
Meridian Wealth Advisors, LLC

BUY
 -
256
+ 1.64%
$4.07K - $4.17K
15.8K $282K
Oct 12, 2023 Q3 2023
Hibernia Wealth Partners, LLC

Baton Rouge, LA
BUY
 -
234
New
$3.72K - $3.81K
234 $4.17K
Oct 17, 2023 Q3 2023
Founders Financial Securities LLC

BUY
 -
200
+ 0.75%
$3.18K - $3.26K
26.7K $477K

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