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 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.28K+ 64.26% |
$86.2K - $88K
|
10.9K
$194K
|
|
|
Feb 08, 2022
Q4 2021
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
4.19K+ 3.48% |
$84.4K - $86.2K
|
125K
$2.21M
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Financial Partners LLC
|
BUY
|
- |
4.06K+ 11.49% |
$81.7K - $83.4K
|
39.4K
$699K
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.04K+ 8.68% |
$81.4K - $83.1K
|
50.7K
$900K
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
3.98KNew |
$80.1K - $81.7K
|
3.98K
$70.6K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
3.85K+ 7.59% |
$77.6K - $79.2K
|
54.6K
$970K
|
|
|
Jan 18, 2022
Q4 2021
|
Family Legacy, Inc.
|
BUY
|
- |
3.79K+ 1.4% |
$76.3K - $77.8K
|
275K
$4.88M
|
|
|
Feb 14, 2022
Q4 2021
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
3.63K+ 22.7% |
$73.1K - $74.6K
|
19.6K
$348K
|
|
|
Feb 10, 2022
Q4 2021
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
3.57K+ 32.4% |
$71.9K - $73.4K
|
14.6K
$259K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
3.48K+ 2.01% |
$70.1K - $71.5K
|
177K
$3.14M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
3.12K+ 19.55% |
$62.9K - $64.2K
|
19.1K
$339K
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
3KNew |
$60.4K - $61.7K
|
3K
$53.3K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
2.99K+ 4.1% |
$60.1K - $61.4K
|
75.7K
$1.35M
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.97K+ 9.75% |
$59.8K - $61.1K
|
33.4K
$594K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.97KNew |
$59.8K - $61K
|
2.97K
$52.7K
|
|
|
Jan 28, 2022
Q4 2021
|
Lvz, Inc.
|
BUY
|
- |
2.94K+ 3.86% |
$59.3K - $60.5K
|
79.2K
$1.41M
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
2.9K+ 58.0% |
$58.4K - $59.6K
|
7.9K
$140K
|
|
|
Jan 19, 2022
Q4 2021
|
Ti Trust, Inc
|
BUY
|
- |
2.78K+ 19.15% |
$56K - $57.1K
|
17.3K
$307K
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.64KNew |
$53.1K - $54.2K
|
2.64K
$46.8K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
2.41K+ 87.76% |
$48.5K - $49.5K
|
5.16K
$91.6K
|
|
|
Jan 26, 2022
Q4 2021
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
2.37K+ 0.15% |
$47.8K - $48.8K
|
1.59M
$28.3M
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
2.33K+ 4.87% |
$47K - $48K
|
50.2K
$892K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
2.33K+ 1.24% |
$46.9K - $47.9K
|
191K
$3.38M
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
2.32KNew |
$46.7K - $47.7K
|
2.32K
$41.2K
|
|
|
Jan 20, 2022
Q4 2021
|
Patten Group, Inc.
|
BUY
|
- |
2.3K+ 3.35% |
$46.2K - $47.2K
|
70.9K
$1.26M
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2.28K+ 2.85% |
$45.9K - $46.9K
|
82.2K
$1.46M
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.19K+ 2.39% |
$44.1K - $45K
|
93.8K
$1.67M
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.09K+ 3.92% |
$42.1K - $43K
|
55.4K
$984K
|
|
|
Feb 09, 2022
Q4 2021
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
2.07K+ 6.88% |
$41.7K - $42.5K
|
32.1K
$571K
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2K+ 13.49% |
$40.3K - $41.1K
|
16.8K
$299K
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
1.97KNew |
$39.6K - $40.4K
|
1.97K
$34.9K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.9KNew |
$38.3K - $39.1K
|
1.9K
$33.7K
|
|
|
Jan 12, 2022
Q4 2021
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.88K+ 17.76% |
$37.8K - $38.6K
|
12.5K
$221K
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.6K+ 2.11% |
$32.2K - $32.9K
|
77.3K
$1.37M
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
1.58K+ 2.73% |
$31.7K - $32.4K
|
59.2K
$1.05M
|
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.5K+ 12.5% |
$30.2K - $30.8K
|
13.5K
$240K
|
|
|
Feb 09, 2022
Q4 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.45KNew |
$29.2K - $29.8K
|
1.45K
$25.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
1.38KNew |
$27.9K - $28.5K
|
1.38K
$24.6K
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.29K+ 2.33% |
$25.9K - $26.4K
|
56.4K
$1M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.24K+ 0.69% |
$24.9K - $25.4K
|
179K
$3.18M
|
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
979+ 11.54% |
$19.7K - $20.1K
|
9.46K
$168K
|
|
|
Jan 13, 2022
Q4 2021
|
Qp Wealth Management, LLC
|
BUY
|
- |
800+ 0.83% |
$16.1K - $16.4K
|
96.9K
$1.72M
|
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
767New |
$15.4K - $15.8K
|
767
$13.6K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
759New |
$15.3K - $15.6K
|
759
$13.5K
|
|
|
Jan 26, 2022
Q4 2021
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
610+ 3.4% |
$12.3K - $12.5K
|
18.5K
$329K
|
|
|
Jan 28, 2022
Q4 2021
|
Security National Bank
|
BUY
|
- |
550+ 3.28% |
$11.1K - $11.3K
|
17.3K
$307K
|
|
|
Feb 14, 2022
Q4 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
520+ 0.43% |
$10.5K - $10.7K
|
120K
$2.14M
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
487New |
$9.81K - $10K
|
487
$8.65K
|
|
|
Jan 27, 2022
Q4 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
368+ 11.32% |
$7.41K - $7.57K
|
3.62K
$64.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
300New |
$6.04K - $6.17K
|
300
$5.33K
|