Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2021
Q2 2021
|
Concentrum Wealth Management
|
BUY
|
- |
6.98K+ 6.42% |
$141K - $144K
|
116K
$2.03M
|
|
|
Jul 06, 2021
Q2 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
6.82K+ 10.95% |
$138K - $141K
|
69.2K
$1.22M
|
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
BUY
|
- |
6.8K+ 12.77% |
$137K - $140K
|
60K
$1.06M
|
|
|
Aug 10, 2021
Q2 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
6.71K+ 59.15% |
$136K - $138K
|
18K
$318K
|
|
|
Aug 16, 2021
Q2 2021
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
6.63K+ 6.44% |
$134K - $136K
|
109K
$1.93M
|
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.62K+ 7.75% |
$134K - $136K
|
92.1K
$1.62M
|
|
|
Aug 12, 2021
Q2 2021
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
6.37K+ 5.58% |
$129K - $131K
|
120K
$2.12M
|
|
|
Aug 04, 2021
Q2 2021
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
6.12K+ 3.08% |
$124K - $126K
|
205K
$3.61M
|
|
|
Aug 13, 2021
Q2 2021
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
5.99K+ 6.98% |
$121K - $123K
|
91.9K
$1.62M
|
|
|
Aug 04, 2021
Q2 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
5.95K+ 94.38% |
$120K - $123K
|
12.3K
$216K
|
|
|
Aug 09, 2021
Q2 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5.91K+ 122.11% |
$120K - $122K
|
10.8K
$189K
|
|
|
Aug 05, 2021
Q2 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
5.64K+ 10.25% |
$114K - $116K
|
60.6K
$1.07M
|
|
|
Aug 11, 2021
Q2 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.61K+ 3.12% |
$113K - $116K
|
186K
$3.27M
|
|
|
Aug 13, 2021
Q2 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
5.47K+ 47.11% |
$111K - $113K
|
17.1K
$301K
|
|
|
Jul 28, 2021
Q2 2021
|
Family Legacy, Inc.
|
BUY
|
- |
4.88K+ 1.9% |
$98.7K - $101K
|
262K
$4.61M
|
|
|
Jul 23, 2021
Q2 2021
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
4.84K+ 5.58% |
$97.9K - $99.8K
|
91.7K
$1.61M
|
|
|
Jul 09, 2024
Q2 2021
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
4.68K+ 30.75% |
$94.6K - $96.4K
|
19.9K
$350K
|
|
|
Jul 29, 2021
Q2 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
4.46K+ 9.17% |
$90.1K - $91.8K
|
53.1K
$934K
|
|
|
Aug 12, 2021
Q2 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
4.44K+ 4.11% |
$89.7K - $91.4K
|
112K
$1.98M
|
|
|
Aug 13, 2021
Q2 2021
|
Covington Capital Management
|
BUY
|
- |
4.27K+ 81.88% |
$86.3K - $87.9K
|
9.48K
$167K
|
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.18K+ 3.94% |
$84.6K - $86.1K
|
110K
$1.94M
|
|
|
Aug 02, 2021
Q2 2021
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
3.97K+ 7.76% |
$80.3K - $81.8K
|
55.2K
$971K
|
|
|
Jul 13, 2021
Q2 2021
|
Qp Wealth Management, LLC
|
BUY
|
- |
3.95K+ 4.24% |
$79.9K - $81.4K
|
97.2K
$1.71M
|
|
|
Jul 14, 2021
Q2 2021
|
Lake Street Financial LLC
|
BUY
|
- |
3.62K+ 3.36% |
$73.1K - $74.5K
|
111K
$1.96M
|
|
|
Jul 14, 2021
Q2 2021
|
Mjp Associates Inc
|
BUY
|
- |
3.61K+ 9.43% |
$72.9K - $74.3K
|
41.9K
$737K
|
|
|
Aug 10, 2021
Q2 2021
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
3.59K+ 5.01% |
$72.5K - $73.9K
|
75.1K
$1.32M
|
|
|
Jul 30, 2021
Q2 2021
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
3.22K+ 22.72% |
$65.1K - $66.4K
|
17.4K
$306K
|
|
|
Aug 02, 2021
Q2 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.88K+ 2.79% |
$58.3K - $59.4K
|
106K
$1.87M
|
|
|
Jul 23, 2021
Q2 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
2.85K+ 10.07% |
$57.7K - $58.8K
|
31.2K
$549K
|
|
|
Aug 13, 2021
Q2 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.57K+ 4.91% |
$52K - $53K
|
55K
$968K
|
|
|
Aug 04, 2021
Q2 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
2.46K+ 1.06% |
$49.8K - $50.7K
|
235K
$4.13M
|
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.42K+ 33.21% |
$49K - $49.9K
|
9.72K
$171K
|
|
|
Aug 16, 2021
Q2 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.42K+ 33.39% |
$48.8K - $49.7K
|
9.65K
$170K
|
|
|
Aug 17, 2021
Q2 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.39K+ 13.82% |
$48.3K - $49.2K
|
19.7K
$347K
|
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
2.02K+ 2.1% |
$40.9K - $41.7K
|
98.2K
$1.73M
|
|
|
Jul 14, 2021
Q2 2021
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
2.01K+ 7.71% |
$40.6K - $41.3K
|
28K
$493K
|
|
|
Jul 23, 2021
Q2 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.96KNew |
$39.6K - $40.3K
|
1.96K
$34.4K
|
|
|
Aug 16, 2021
Q2 2021
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.86K+ 8.5% |
$37.5K - $38.2K
|
23.7K
$417K
|
|
|
Sep 07, 2021
Q2 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.69K+ 282.17% |
$34.2K - $34.9K
|
2.29K
$40.4K
|
|
|
Aug 10, 2021
Q2 2021
|
Psi Advisors, LLC
|
BUY
|
- |
1.61K+ 3.95% |
$32.6K - $33.2K
|
42.4K
$747K
|
|
|
Aug 09, 2021
Q2 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.5K+ 60.83% |
$30.3K - $30.9K
|
3.97K
$69.8K
|
|
|
Aug 16, 2021
Q2 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1.38KNew |
$28K - $28.5K
|
1.38K
$24.4K
|
|
|
Aug 12, 2021
Q2 2021
|
Stephens Inc
|
BUY
|
- |
1.31K+ 3.42% |
$26.4K - $26.9K
|
39.5K
$695K
|
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.2K+ 22.89% |
$24.2K - $24.7K
|
6.43K
$113K
|
|
|
Aug 06, 2021
Q2 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.12K+ 0.92% |
$22.6K - $23.1K
|
123K
$2.16M
|
|
|
Aug 10, 2021
Q2 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.09K+ 2.08% |
$22.1K - $22.5K
|
53.7K
$946K
|
|
|
Aug 11, 2021
Q2 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.05KNew |
$21.2K - $21.5K
|
1.05K
$18.4K
|
|
|
Jul 29, 2021
Q2 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.04K+ 9.41% |
$21K - $21.4K
|
12.1K
$212K
|
|
|
Aug 12, 2021
Q2 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.04K+ 8.27% |
$20.9K - $21.3K
|
13.6K
$239K
|
|
|
Aug 11, 2021
Q2 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.01K+ 84.45% |
$20.3K - $20.7K
|
2.2K
$38.6K
|