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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.1K- 4.4% |
$50.5K - $53.2K
|
67.3K
$1.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-3.26K- 12.25% |
$53.1K - $55.9K
|
23.3K
$416K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-3.29K- 4.24% |
$53.5K - $56.4K
|
74.2K
$1.32M
|
|
|
Feb 03, 2023
Q4 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-3.44K- 24.53% |
$56K - $59K
|
10.6K
$188K
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-3.7K- 4.98% |
$60.3K - $63.5K
|
70.6K
$1.26M
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-4.1K- 20.68% |
$66.7K - $70.3K
|
15.7K
$280K
|
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
SELL
|
- |
-4.23K- 80.97% |
$68.9K - $72.6K
|
994
$17.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4.24K- 22.19% |
$69K - $72.7K
|
14.9K
$265K
|
|
|
Jan 19, 2023
Q4 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-4.31K- 18.02% |
$70.2K - $74K
|
19.6K
$349K
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.47K- 2.04% |
$72.8K - $76.7K
|
214K
$3.82M
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-4.73K- 3.41% |
$77.1K - $81.2K
|
134K
$2.39M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-4.85K- 9.25% |
$79.1K - $83.3K
|
47.7K
$849K
|
|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-4.91K- 2.02% |
$80K - $84.3K
|
239K
$4.25M
|
|
|
Jan 18, 2023
Q4 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-4.94K- 6.71% |
$80.5K - $84.8K
|
68.6K
$1.22M
|
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-5.48K- 7.1% |
$89.2K - $94K
|
71.7K
$1.28M
|
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-5.61K- 4.68% |
$91.4K - $96.3K
|
114K
$2.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-5.95K- 15.93% |
$96.9K - $102K
|
31.4K
$559K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-5.96K- 18.68% |
$97.1K - $102K
|
26K
$462K
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-6.06K- 15.69% |
$98.7K - $104K
|
32.6K
$580K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-6.08K- 20.0% |
$99.1K - $104K
|
24.3K
$433K
|
|
|
Feb 02, 2023
Q4 2022
|
Spinnaker Trust
|
SELL
|
- |
-6.16K- 31.92% |
$100K - $106K
|
13.1K
$234K
|
|
|
Jan 26, 2023
Q4 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-6.55K- 14.26% |
$107K - $112K
|
39.4K
$702K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-6.74K- 12.17% |
$110K - $116K
|
48.6K
$866K
|
|
|
Jan 31, 2023
Q4 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-7K- 6.63% |
$114K - $120K
|
98.5K
$1.75M
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-7.22K- 32.68% |
$118K - $124K
|
14.9K
$265K
|
|
|
Feb 06, 2023
Q4 2022
|
Concentrum Wealth Management
|
SELL
|
- |
-7.41K- 7.64% |
$121K - $127K
|
89.6K
$1.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.62K- 11.11% |
$124K - $131K
|
60.9K
$1.09M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-7.7K- 7.78% |
$125K - $132K
|
91.2K
$1.62M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-8.18K- 37.27% |
$133K - $140K
|
13.8K
$245K
|
|
|
Feb 13, 2023
Q4 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-8.66K- 5.87% |
$141K - $149K
|
139K
$2.48M
|
|
|
Feb 01, 2023
Q4 2022
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-9.16K- 10.62% |
$149K - $157K
|
77.1K
$1.37M
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
SELL
|
- |
-9.57K- 1.8% |
$156K - $164K
|
521K
$9.28M
|
|
|
Feb 10, 2023
Q4 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-9.83K- 39.9% |
$160K - $169K
|
14.8K
$264K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-10K- 54.35% |
$163K - $172K
|
8.4K
$150K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-10.5K- 23.35% |
$171K - $180K
|
34.4K
$612K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-11.6K- 9.69% |
$189K - $199K
|
108K
$1.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-11.9K- 27.21% |
$194K - $204K
|
31.8K
$567K
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-12K- 9.46% |
$195K - $206K
|
115K
$2.04M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-12.3K- 3.43% |
$200K - $210K
|
345K
$6.14M
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-13K- 16.08% |
$213K - $224K
|
68.1K
$1.21M
|
|
|
Jan 17, 2023
Q4 2022
|
Lvz, Inc.
|
SELL
|
- |
-13.6K- 14.67% |
$222K - $234K
|
79.3K
$1.41M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-13.9K- 5.02% |
$227K - $239K
|
264K
$4.7M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-14K- 22.7% |
$228K - $240K
|
47.6K
$848K
|
|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
SELL
|
- |
-14K- 24.23% |
$228K - $240K
|
43.7K
$778K
|
|
|
Jan 25, 2023
Q4 2022
|
Sfmg, LLC
|
SELL
|
- |
-14.3K- 15.33% |
$233K - $245K
|
78.9K
$1.41M
|
|
|
Jan 20, 2023
Q4 2022
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-14.6K- 15.34% |
$238K - $251K
|
80.6K
$1.44M
|
|
|
Feb 01, 2023
Q4 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-14.6K- 32.45% |
$238K - $251K
|
30.5K
$542K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-14.8K- 9.12% |
$241K - $254K
|
148K
$2.63M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-15.1K- 28.34% |
$246K - $259K
|
38.1K
$679K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-15.3K- 27.84% |
$249K - $262K
|
39.5K
$704K
|