Purchases and Sales Made in Q4 2021 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 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
Feb 02, 2022 Q4 2021
Meridian Wealth Advisors, LLC

BUY
 -
295
+ 1.03%
$5.94K - $6.07K
29K $516K
Feb 09, 2022 Q4 2021
Allegheny Financial Group LTD

Pittsburgh, PA
BUY
 -
291
New
$5.86K - $5.98K
291 $5.17K
Feb 14, 2022 Q4 2021
Ifg Advisory, LLC

BUY
 -
255
+ 0.39%
$5.14K - $5.24K
66.4K $1.18M
Feb 09, 2022 Q4 2021
55 I, LLC

Boston, MA
BUY
 -
200
+ 0.82%
$4.03K - $4.11K
24.6K $437K
Feb 14, 2022 Q4 2021
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
154
+ 0.93%
$3.1K - $3.17K
16.8K $298K
Feb 09, 2022 Q4 2021
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
138
+ 1.13%
$2.78K - $2.84K
12.4K $220K
Jan 24, 2022 Q4 2021
Cadent Capital Advisors, LLC

BUY
 -
137
+ 0.78%
$2.76K - $2.82K
17.7K $314K
Feb 08, 2022 Q4 2021
Red Cedar Investment Management, LLC

BUY
 -
106
+ 0.19%
$2.13K - $2.18K
55.4K $985K
Jan 28, 2022 Q4 2021
Financial Management Professionals, Inc.

BUY
 -
100
New
$2.01K - $2.06K
100 $1.78K
Feb 01, 2022 Q4 2021
Cozad Asset Management Inc

Champaign, IL
BUY
 -
44
+ 0.08%
$886 - $905
57.5K $1.02M
Feb 14, 2022 Q4 2021
Blair William & CO

Chicago, IL
BUY
 -
43
+ 0.21%
$866 - $884
20K $356K
Feb 22, 2022 Q4 2021
Ibex Wealth Advisors

Lebanon, NJ
BUY
 -
36
+ 0.24%
$725 - $740
14.8K $262K
Feb 09, 2022 Q4 2021
Thoroughbred Financial Services, LLC

BUY
 -
22
+ 0.07%
$443 - $452
32.3K $574K
Jan 20, 2022 Q4 2021
Sound View Wealth Advisors Group, LLC

BUY
 -
19
+ 0.12%
$383 - $391
16.5K $294K
Jan 19, 2022 Q4 2021
Newbridge Financial Services Group, Inc.

BUY
 -
12
+ 0.52%
$242 - $247
2.32K $41.3K
Jan 07, 2022 Q4 2021
M&R Capital Management Inc

BUY
 -
9
+ 0.04%
$181 - $185
21.6K $384K
Feb 11, 2022 Q4 2021
Cahill Financial Advisors Inc

Edina, MN
SELL
 -
0
Closed
$0 - $0
0 $0
Jan 20, 2022 Q4 2021
Parallel Advisors, LLC

SELL
 -
0
Closed
$0 - $0
0 $0
Feb 14, 2022 Q4 2021
Assetmark, Inc

BUY
 -
0
New
$0 - $0
0 $0
Feb 07, 2022 Q4 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jul 17, 2024 Q4 2021
Kelly Financial Services LLC

Braintree, MA
SELL
 -
-2
- 0.13%
$40.3 - $41.1
1.49K $26.5K
Jan 10, 2022 Q4 2021
Harbor Investment Advisory, LLC

SELL
 -
-43
- 3.98%
$866 - $884
1.04K $18.4K
Jan 18, 2022 Q4 2021
Pro Vise Management Group, LLC

Clearwater, FL
SELL
 -
-51
- 0.35%
$1.03K - $1.05K
14.7K $261K
Jan 24, 2022 Q4 2021
Blue Zone Wealth Advisors, LLC

SELL
 -
-51
- 0.18%
$1.03K - $1.05K
27.6K $490K
Feb 14, 2022 Q4 2021
Johnson Financial Group, Inc.

Racine, WI
SELL
 -
-58
- 50.0%
$1.17K - $1.19K
58 $1.03K
Jan 31, 2022 Q4 2021
Mezzasalma Advisors, LLC

SELL
 -
-63
- 0.25%
$1.27K - $1.3K
25K $445K
Feb 11, 2022 Q4 2021
O'Shaughnessy Asset Management, LLC

Stamford, CT
SELL
 -
-73
Closed
$1.47K - $1.5K
0 $0
Jan 21, 2022 Q4 2021
Clear Creek Financial Management, LLC

SELL
 -
-79
- 0.09%
$1.59K - $1.62K
86.5K $1.54M
Feb 10, 2022 Q4 2021
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-86
- 1.11%
$1.73K - $1.77K
7.66K $136K
Feb 08, 2022 Q4 2021
Lee Financial CO

Dallas, TX
SELL
 -
-150
Closed
$3.02K - $3.08K
0 $0
Feb 07, 2022 Q4 2021
Benjamin Edwards Inc

Clayton, MO
SELL
 -
-154
- 0.17%
$3.1K - $3.17K
89.9K $1.6M
Jan 10, 2022 Q4 2021
Summit Financial Group, Inc.

SELL
 -
-213
- 0.84%
$4.29K - $4.38K
25K $444K
Jan 20, 2022 Q4 2021
Sheets Smith Wealth Management

SELL
 -
-251
- 2.16%
$5.06K - $5.16K
11.4K $202K
Jan 18, 2022 Q4 2021
Chiron Capital Management, LLC

SELL
 -
-328
- 0.62%
$6.61K - $6.74K
52.4K $931K
Jan 12, 2022 Q4 2021
Mc Elhenny Sheffield Capital Management, LLC

SELL
 -
-361
- 2.6%
$7.27K - $7.42K
13.5K $241K
Feb 14, 2022 Q4 2021
Matrix Private Capital Group LLC

New York, NY
SELL
 -
-364
- 1.25%
$7.33K - $7.48K
28.9K $513K
Jan 19, 2022 Q4 2021
Mbe Wealth Management, LLC

SELL
 -
-383
- 2.38%
$7.71K - $7.87K
15.7K $279K
Feb 10, 2022 Q4 2021
Independent Wealth Network Inc.

SELL
 -
-438
- 0.58%
$8.82K - $9.01K
74.8K $1.33M
Feb 14, 2022 Q4 2021
Advisory Services Network, LLC

SELL
 -
-482
- 0.66%
$9.71K - $9.91K
72.1K $1.28M
Feb 09, 2022 Q4 2021
Washington Trust CO

SELL
 -
-487
Closed
$9.81K - $10K
0 $0
Feb 10, 2022 Q4 2021
Antonetti Capital Management LLC

SELL
 -
-507
- 16.35%
$10.2K - $10.4K
2.59K $46.1K
Jan 28, 2022 Q4 2021
Guidance Point Advisors, LLC

SELL
 -
-511
Closed
$10.3K - $10.5K
0 $0
Feb 10, 2022 Q4 2021
Great Valley Advisor Group, Inc.

SELL
 -
-596
- 0.77%
$12K - $12.3K
77.2K $1.37M
Feb 11, 2022 Q4 2021
Gps Wealth Strategies Group, LLC

SELL
 -
-715
- 3.24%
$14.4K - $14.7K
21.4K $379K
Feb 11, 2022 Q4 2021
Corient Capital Partners, LLC

Newport Beach, CA
SELL
 -
-805
- 3.56%
$16.2K - $16.6K
21.8K $388K
Feb 11, 2022 Q4 2021
Pensionmark Financial Group, LLC

Santa Barbara, CA
SELL
 -
-809
- 5.62%
$16.3K - $16.6K
13.6K $242K
Feb 11, 2022 Q4 2021
Creative Planning

Overland Park, KS
SELL
 -
-860
- 2.77%
$17.3K - $17.7K
30.1K $535K
Jan 20, 2022 Q4 2021
Herold Advisors, Inc.

SELL
 -
-1K
Closed
$20.1K - $20.6K
0 $0
Jan 31, 2022 Q4 2021
Steel Peak Wealth Management LLC

SELL
 -
-1.02K
- 1.64%
$20.5K - $20.9K
61.1K $1.09M

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