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 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-391- 2.09% |
$6.37K - $6.71K
|
18.3K
$326K
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-431- 1.72% |
$7.02K - $7.4K
|
24.6K
$439K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-439- 11.49% |
$7.15K - $7.53K
|
3.38K
$60.2K
|
|
|
Jan 12, 2023
Q4 2022
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-457- 0.17% |
$7.44K - $7.84K
|
274K
$4.87M
|
|
|
Feb 13, 2023
Q4 2022
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-472- 3.55% |
$7.69K - $8.1K
|
12.8K
$228K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-481- 0.52% |
$7.84K - $8.25K
|
92.6K
$1.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-493- 0.19% |
$8.03K - $8.46K
|
254K
$4.53M
|
|
|
Jan 11, 2023
Q4 2022
|
Platform Technology Partners
|
SELL
|
- |
-500- 1.91% |
$8.15K - $8.58K
|
25.6K
$457K
|
|
|
Jan 23, 2023
Q4 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-500- 13.76% |
$8.15K - $8.58K
|
3.13K
$55.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Ti Trust, Inc
|
SELL
|
- |
-566- 2.71% |
$9.22K - $9.71K
|
20.3K
$361K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-567- 34.96% |
$9.24K - $9.73K
|
1.06K
$18.8K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-569- 0.47% |
$9.27K - $9.76K
|
121K
$2.16M
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-600- 18.75% |
$9.77K - $10.3K
|
2.6K
$46.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-806- 5.59% |
$13.1K - $13.8K
|
13.6K
$242K
|
|
|
Feb 06, 2023
Q4 2022
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-836- 0.64% |
$13.6K - $14.3K
|
130K
$2.32M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-845- 1.48% |
$13.8K - $14.5K
|
56.2K
$1M
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1K- 21.06% |
$16.3K - $17.2K
|
3.75K
$66.8K
|
|
|
Jan 17, 2023
Q4 2022
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-1.02K- 4.44% |
$16.7K - $17.6K
|
22K
$392K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.03K- 3.58% |
$16.7K - $17.6K
|
27.6K
$492K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.03K- 3.59% |
$16.7K - $17.6K
|
27.5K
$491K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.12K- 1.32% |
$18.2K - $19.2K
|
84K
$1.5M
|
|
|
Feb 28, 2023
Q4 2022
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-1.21K- 5.09% |
$19.8K - $20.8K
|
22.6K
$403K
|
|
|
Feb 03, 2023
Q4 2022
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-1.29K- 6.05% |
$21.1K - $22.2K
|
20.1K
$358K
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.31K- 5.33% |
$21.3K - $22.4K
|
23.2K
$412K
|
|
|
Jan 20, 2023
Q4 2022
|
Mjp Associates Inc
|
SELL
|
- |
-1.37K- 3.4% |
$22.4K - $23.6K
|
39K
$695K
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-1.41K- 1.64% |
$22.9K - $24.1K
|
84.5K
$1.5M
|
|
|
Jan 27, 2023
Q4 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.42K- 7.51% |
$23.1K - $24.3K
|
17.4K
$311K
|
|
|
Feb 14, 2023
Q4 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.44K- 4.31% |
$23.4K - $24.7K
|
31.9K
$569K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.52K- 8.53% |
$24.7K - $26K
|
16.3K
$290K
|
|
|
Jan 20, 2023
Q4 2022
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.53K- 11.0% |
$24.9K - $26.3K
|
12.4K
$221K
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.75K- 39.33% |
$28.5K - $30K
|
2.7K
$48.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.79K- 4.07% |
$29.2K - $30.7K
|
42.2K
$752K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.8K- 5.96% |
$29.3K - $30.8K
|
28.3K
$505K
|
|
|
Jan 20, 2023
Q4 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-1.8K- 1.18% |
$29.3K - $30.9K
|
151K
$2.68M
|
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-1.93K- 8.1% |
$31.4K - $33.1K
|
21.9K
$389K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.13K- 19.56% |
$34.7K - $36.6K
|
8.76K
$156K
|
|
|
Jan 13, 2023
Q4 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-2.2K- 6.27% |
$35.8K - $37.8K
|
32.9K
$586K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-2.2K- 30.59% |
$35.9K - $37.8K
|
5K
$89.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-2.24K- 11.51% |
$36.5K - $38.5K
|
17.2K
$307K
|
|
|
Feb 27, 2023
Q4 2022
|
Objective Capital Management, LLC
|
SELL
|
- |
-2.25K- 13.43% |
$36.7K - $38.6K
|
14.5K
$258K
|
|
|
Feb 13, 2023
Q4 2022
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-2.43K- 16.12% |
$39.5K - $41.6K
|
12.6K
$225K
|
|
|
Jan 17, 2023
Q4 2022
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-2.46K- 17.34% |
$40.1K - $42.2K
|
11.7K
$209K
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-2.49K- 3.72% |
$40.6K - $42.7K
|
64.4K
$1.15M
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-2.51K- 4.11% |
$40.8K - $43K
|
58.4K
$1.04M
|
|
|
Jan 27, 2023
Q4 2022
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-2.6K- 17.32% |
$42.3K - $44.5K
|
12.4K
$221K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-2.73K- 5.82% |
$44.5K - $46.9K
|
44.2K
$788K
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-2.9K- 37.74% |
$47.2K - $49.7K
|
4.78K
$85.2K
|
|
|
Jan 13, 2023
Q4 2022
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-2.95K- 16.25% |
$48.1K - $50.6K
|
15.2K
$271K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-3K- 22.06% |
$48.9K - $51.5K
|
10.6K
$189K
|
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-3K- 22.74% |
$48.9K - $51.5K
|
10.2K
$182K
|