Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
12.5KNew |
$252K - $257K
|
12.5K
$222K
|
|
|
Feb 09, 2022
Q4 2021
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
12.5KNew |
$251K - $257K
|
12.5K
$222K
|
|
|
Jan 31, 2022
Q4 2021
|
1776 Wealth LLC
|
BUY
|
- |
12.3K+ 20.47% |
$249K - $254K
|
72.7K
$1.29M
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
12.3KNew |
$248K - $253K
|
12.3K
$218K
|
|
|
Jan 20, 2022
Q4 2021
|
G&S Capital LLC
|
BUY
|
- |
11.5KNew |
$231K - $236K
|
11.5K
$204K
|
|
|
Jan 26, 2022
Q4 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
11.3K+ 4.38% |
$228K - $232K
|
269K
$4.78M
|
|
|
Feb 11, 2022
Q4 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
11.2KNew |
$225K - $230K
|
11.2K
$199K
|
|
|
Feb 04, 2022
Q4 2021
|
Seaview Investment Managers LLC
|
BUY
|
- |
11.2KNew |
$225K - $229K
|
11.2K
$198K
|
|
|
Jan 31, 2022
Q4 2021
|
Howard Capital Management Inc.
|
BUY
|
- |
11.1K+ 4.56% |
$224K - $229K
|
255K
$4.53M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
11K+ 14.47% |
$222K - $227K
|
87.2K
$1.55M
|
|
|
Feb 03, 2022
Q4 2021
|
Manchester Financial Inc
|
BUY
|
- |
11KNew |
$222K - $226K
|
11K
$195K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.9K+ 3.84% |
$220K - $225K
|
296K
$5.26M
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
10.6KNew |
$214K - $219K
|
10.6K
$189K
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10.2KNew |
$206K - $210K
|
10.2K
$182K
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.1KNew |
$204K - $208K
|
10.1K
$179K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.5K+ 1.62% |
$191K - $195K
|
595K
$10.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
9.38K+ 2.04% |
$189K - $193K
|
469K
$8.32M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
9.13KNew |
$184K - $188K
|
9.13K
$162K
|
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
9.13K+ 3.69% |
$184K - $188K
|
257K
$4.56M
|
|
|
Jan 19, 2022
Q4 2021
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
8.55K+ 9.92% |
$172K - $176K
|
94.7K
$1.68M
|
|
|
Jan 12, 2022
Q4 2021
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
8.48K+ 6.56% |
$171K - $174K
|
138K
$2.45M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8.34KNew |
$168K - $171K
|
8.34K
$148K
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
7.98K+ 15.3% |
$161K - $164K
|
60.1K
$1.07M
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
7.98K+ 15.3% |
$161K - $164K
|
60.1K
$1.07M
|
|
|
Jan 26, 2022
Q4 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
7.95K+ 1.15% |
$160K - $163K
|
698K
$12.4M
|
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
7.88K+ 16.24% |
$159K - $162K
|
56.4K
$1M
|
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
7.78K+ 1.68% |
$157K - $160K
|
470K
$8.34M
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
7.77KNew |
$156K - $160K
|
7.77K
$138K
|
|
|
Jan 19, 2022
Q4 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
7.57K+ 1.78% |
$153K - $156K
|
434K
$7.7M
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
7.35K+ 28.55% |
$148K - $151K
|
33.1K
$588K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.02K+ 0.23% |
$141K - $144K
|
3.09M
$54.8M
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
6.79K+ 5.95% |
$137K - $140K
|
121K
$2.15M
|
|
|
Jan 24, 2022
Q4 2021
|
Wendell David Associates Inc
|
BUY
|
- |
6.5K+ 33.33% |
$131K - $134K
|
26K
$462K
|
|
|
Jan 18, 2022
Q4 2021
|
Mjp Associates Inc
|
BUY
|
- |
6.44K+ 14.66% |
$130K - $132K
|
50.4K
$895K
|
|
|
Feb 11, 2022
Q4 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
6.09K+ 14.04% |
$123K - $125K
|
49.5K
$878K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.07K+ 6.31% |
$122K - $125K
|
102K
$1.82M
|
|
|
Jan 21, 2022
Q4 2021
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
6.04K+ 1.05% |
$122K - $124K
|
581K
$10.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.02K+ 3.18% |
$121K - $124K
|
195K
$3.47M
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
5.44KNew |
$110K - $112K
|
5.44K
$96.6K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
5.28K+ 14.68% |
$106K - $108K
|
41.2K
$732K
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.03K+ 32.55% |
$101K - $103K
|
20.5K
$364K
|
|
|
Mar 09, 2022
Q4 2021
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
5K+ 61.04% |
$101K - $103K
|
13.2K
$234K
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
4.99KNew |
$101K - $103K
|
4.99K
$88.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.99K+ 21.68% |
$100K - $103K
|
28K
$497K
|
|
|
Jan 20, 2022
Q4 2021
|
Lion Street Advisors, LLC
|
BUY
|
- |
4.93K+ 25.28% |
$99.3K - $101K
|
24.4K
$434K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.93K+ 7.07% |
$99.2K - $101K
|
74.6K
$1.32M
|
|
|
Jan 27, 2022
Q4 2021
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
4.92K+ 3.41% |
$99.1K - $101K
|
149K
$2.65M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.73K+ 18.35% |
$95.2K - $97.1K
|
30.5K
$541K
|
|
|
Feb 15, 2022
Q4 2021
|
Cypress Capital Group
|
BUY
|
- |
4.7K+ 1.67% |
$94.6K - $96.6K
|
287K
$5.09M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
4.55K+ 8.7% |
$91.7K - $93.6K
|
56.9K
$1.01M
|