Purchases and Sales Made in Q4 2022 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 2022. 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 27, 2023
Q4 2022
|
City Holding CO
|
BUY
|
- |
1.7K+ 0.94% |
$27.7K - $29.2K
|
183K
$3.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.62K+ 2.34% |
$26.4K - $27.8K
|
70.8K
$1.26M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.5KNew |
$24.4K - $25.7K
|
1.5K
$26.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.49KNew |
$24.3K - $25.6K
|
1.49K
$26.6K
|
|
|
May 15, 2023
Q4 2022
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
1.34K+ 2.34% |
$21.8K - $23K
|
58.5K
$1.04M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.3K+ 0.54% |
$21.2K - $22.3K
|
243K
$4.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.24K+ 0.79% |
$20.3K - $21.3K
|
160K
$2.84M
|
|
|
Jan 18, 2023
Q4 2022
|
New Potomac Partners, LLC
|
BUY
|
- |
980+ 0.79% |
$16K - $16.8K
|
126K
$2.24M
|
|
|
Jan 19, 2023
Q4 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
974+ 5.26% |
$15.9K - $16.7K
|
19.5K
$347K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
970New |
$15.8K - $16.6K
|
970
$17.3K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
969New |
$15.8K - $16.6K
|
969
$17.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
697New |
$11.4K - $12K
|
697
$12.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
693+ 0.79% |
$11.3K - $11.9K
|
88.7K
$1.58M
|
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
580+ 1.71% |
$9.45K - $9.95K
|
34.5K
$615K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
534New |
$8.7K - $9.16K
|
534
$9.51K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
534New |
$8.7K - $9.16K
|
534
$9.51K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
505New |
$8.23K - $8.67K
|
505
$8.99K
|
|
|
Feb 13, 2023
Q4 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
500New |
$8.15K - $8.58K
|
500
$8.91K
|
|
|
Jan 18, 2023
Q4 2022
|
Hudson Capital Management LLC
|
BUY
|
- |
405+ 2.77% |
$6.6K - $6.95K
|
15K
$267K
|
|
|
Feb 08, 2023
Q4 2022
|
Manchester Financial Inc
|
BUY
|
- |
400+ 3.53% |
$6.52K - $6.86K
|
11.7K
$209K
|
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
347+ 0.69% |
$5.65K - $5.95K
|
50.7K
$902K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
309New |
$5.03K - $5.3K
|
309
$5.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
299New |
$4.87K - $5.13K
|
299
$5.33K
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
280+ 0.67% |
$4.56K - $4.8K
|
42.2K
$752K
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
238+ 1.53% |
$3.88K - $4.08K
|
15.8K
$282K
|
|
|
Jan 23, 2023
Q4 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
231+ 1.53% |
$3.76K - $3.96K
|
15.3K
$272K
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
205New |
$3.34K - $3.52K
|
205
$3.65K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
142New |
$2.31K - $2.44K
|
142
$2.53K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
134+ 1.49% |
$2.18K - $2.3K
|
9.14K
$163K
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
96+ 0.4% |
$1.56K - $1.65K
|
24.1K
$429K
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
76+ 0.69% |
$1.24K - $1.3K
|
11.2K
$199K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
74+ 0.49% |
$1.21K - $1.27K
|
15.3K
$272K
|
|
|
Feb 06, 2023
Q4 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
67+ 0.25% |
$1.09K - $1.15K
|
27.1K
$482K
|
|
|
Jan 27, 2023
Q4 2022
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
63+ 0.24% |
$1.03K - $1.08K
|
26.8K
$476K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
61New |
$994 - $1.05K
|
61
$1.09K
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
40+ 0.3% |
$652 - $686
|
13.2K
$235K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
22+ 0.17% |
$358 - $378
|
12.9K
$229K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
19+ 1.31% |
$310 - $326
|
1.47K
$26.3K
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
17+ 0.11% |
$277 - $292
|
15.6K
$278K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
8+ 0.0% |
$130 - $137
|
207K
$3.68M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 0.02% |
$32.6 - $34.3
|
9.85K
$175K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1+ 0.01% |
$16.3 - $17.2
|
18.9K
$337K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1Closed |
$16.3 - $17.2
|
0
$0
|
|
|
Jan 20, 2023
Q4 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-25- 0.03% |
$407 - $429
|
93.9K
$1.67M
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-33- 0.2% |
$538 - $566
|
16.6K
$295K
|
|
|
Jan 26, 2023
Q4 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-48- 0.27% |
$782 - $824
|
17.7K
$315K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-142- 13.02% |
$2.31K - $2.44K
|
949
$16.9K
|