Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2022
Q2 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-78.2KClosed |
$1.35M - $1.49M
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-79.8K- 3.27% |
$1.37M - $1.52M
|
2.36M
$41.6M
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-81.6K- 30.87% |
$1.41M - $1.56M
|
183K
$3.21M
|
|
|
Aug 10, 2022
Q2 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-83.2K- 86.42% |
$1.43M - $1.59M
|
13.1K
$230K
|
|
|
Aug 11, 2022
Q2 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-83.3K- 20.56% |
$1.43M - $1.59M
|
322K
$5.66M
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-86.4K- 26.75% |
$1.49M - $1.65M
|
237K
$4.17M
|
|
|
Jul 21, 2022
Q2 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-88.2K- 5.61% |
$1.52M - $1.68M
|
1.48M
$26.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-90.6K- 88.59% |
$1.56M - $1.73M
|
11.7K
$205K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-99.2K- 9.0% |
$1.71M - $1.89M
|
1M
$17.7M
|
|
|
Sep 11, 2024
Q2 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-104K- 22.79% |
$1.79M - $1.98M
|
352K
$6.19M
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-125KClosed |
$2.16M - $2.39M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-126K- 66.59% |
$2.17M - $2.4M
|
63.1K
$1.11M
|
|
|
Aug 09, 2022
Q2 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-130KClosed |
$2.23M - $2.47M
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-146K- 54.29% |
$2.51M - $2.78M
|
123K
$2.16M
|
|
|
Aug 01, 2022
Q2 2022
|
Essex LLC
|
SELL
|
- |
-150K- 37.3% |
$2.59M - $2.86M
|
252K
$4.44M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-151K- 45.77% |
$2.6M - $2.88M
|
179K
$3.14M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-151K- 11.77% |
$2.61M - $2.89M
|
1.13M
$20M
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-197K- 25.06% |
$3.4M - $3.76M
|
590K
$10.4M
|
|
|
Jul 20, 2022
Q2 2022
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-203K- 86.44% |
$3.5M - $3.88M
|
31.9K
$561K
|
|
|
Jul 27, 2022
Q2 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-217K- 67.73% |
$3.73M - $4.14M
|
103K
$1.82M
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-227K- 34.81% |
$3.9M - $4.32M
|
424K
$7.47M
|
|
|
Jul 19, 2022
Q2 2022
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-234K- 67.32% |
$4.04M - $4.47M
|
114K
$2M
|
|
|
Aug 09, 2022
Q2 2022
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-258KClosed |
$4.44M - $4.91M
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-262KClosed |
$4.52M - $5M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-270K- 17.66% |
$4.65M - $5.15M
|
1.26M
$22.1M
|
|
|
Jul 28, 2022
Q2 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-280K- 56.58% |
$4.82M - $5.34M
|
215K
$3.78M
|
|
|
Aug 15, 2022
Q2 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-286KClosed |
$4.93M - $5.45M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-294K- 98.41% |
$5.07M - $5.61M
|
4.76K
$83.8K
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-308K- 36.28% |
$5.31M - $5.88M
|
541K
$9.52M
|
|
|
Aug 01, 2022
Q2 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-323K- 74.09% |
$5.57M - $6.17M
|
113K
$1.99M
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-361KClosed |
$6.21M - $6.88M
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-385K- 93.27% |
$6.63M - $7.35M
|
27.8K
$489K
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-386K- 89.92% |
$6.65M - $7.37M
|
43.3K
$762K
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-412K- 23.32% |
$7.11M - $7.87M
|
1.36M
$23.9M
|
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-413KClosed |
$7.11M - $7.87M
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-424K- 27.76% |
$7.31M - $8.1M
|
1.1M
$19.4M
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-428K- 99.57% |
$7.37M - $8.16M
|
1.84K
$32.3K
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-452K- 24.11% |
$7.8M - $8.63M
|
1.42M
$25.1M
|
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-460K- 70.44% |
$7.93M - $8.79M
|
193K
$3.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-490KClosed |
$8.44M - $9.35M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-537KClosed |
$9.26M - $10.3M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-562KClosed |
$9.68M - $10.7M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-571K- 22.0% |
$9.83M - $10.9M
|
2.02M
$35.6M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-691K- 16.6% |
$11.9M - $13.2M
|
3.47M
$61.1M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-728K- 22.37% |
$12.5M - $13.9M
|
2.53M
$44.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-764K- 9.94% |
$13.2M - $14.6M
|
6.92M
$122M
|
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-839KClosed |
$14.5M - $16M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-848K- 49.1% |
$14.6M - $16.2M
|
879K
$15.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-922K- 9.4% |
$15.9M - $17.6M
|
8.89M
$156M
|
|
|
Jul 18, 2022
Q2 2022
|
Milestone Advisory Partners
|
SELL
|
- |
-924K- 95.59% |
$15.9M - $17.6M
|
42.6K
$750K
|