Purchases and Sales Made in Q2 2023 in First Tr Pfd Secs & Income ETF (FPE)

FPE Quotes by TradingView

This table provides information about the institutional ownership of First Tr Pfd Secs & Income ETF (FPE) during Q2 2023. 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 11, 2023 Q2 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
37.5K
+ 3.79%
$583K - $606K
1.03M $18.3M
Aug 09, 2023 Q2 2023
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
37.2K
New
$578K - $600K
37.2K $664K
Jul 17, 2023 Q2 2023
J2 Capital Management Inc

BUY
 -
36.1K
New
$561K - $583K
36.1K $644K
Aug 02, 2023 Q2 2023
Bank Of Montreal

Toronto, A6
BUY
 -
35.6K
+ 4.68%
$553K - $574K
796K $14.2M
Jul 19, 2023 Q2 2023
Magnus Financial Group LLC

New York, NY
BUY
 -
35.1K
+ 3.05%
$546K - $567K
1.19M $21.2M
Jul 17, 2023 Q2 2023
Strateg Iq Financial Group, LLC

BUY
 -
35.1K
+ 5.42%
$545K - $566K
682K $12.2M
Aug 07, 2023 Q2 2023
Chicago Partners Investment Group LLC

BUY
 -
34.3K
+ 13.44%
$532K - $553K
289K $5.16M
Aug 08, 2023 Q2 2023
Clearwater Capital Advisors, LLC

BUY
 -
33.2K
+ 4.85%
$515K - $535K
717K $12.8M
Aug 14, 2023 Q2 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
32.3K
New
$502K - $522K
32.3K $577K
Aug 09, 2023 Q2 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
31.8K
+ 25.34%
$495K - $514K
157K $2.81M
Jul 11, 2023 Q2 2023
Gradient Investments LLC

BUY
 -
29.5K
+ 4.21%
$458K - $476K
730K $13M
Jul 17, 2023 Q2 2023
Warren Street Wealth Advisors, LLC

BUY
 -
28K
New
$435K - $451K
28K $499K
Aug 15, 2023 Q2 2023
Integrated Wealth Concepts LLC

BUY
 -
27.8K
+ 20.47%
$433K - $449K
164K $2.92M
Aug 14, 2023 Q2 2023
Garden State Investment Advisory Services LLC

Red Bank, NJ
BUY
 -
27.2K
New
$423K - $440K
27.2K $486K
Aug 10, 2023 Q2 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
26.2K
+ 17464.67%
$407K - $423K
26.3K $470K
Aug 08, 2023 Q2 2023
Synovus Financial Corp

Columbus, GA
BUY
 -
24.9K
+ 43.88%
$387K - $402K
81.7K $1.46M
Aug 11, 2023 Q2 2023
Mariner, LLC

Overland Park, KS
BUY
 -
24.9K
+ 5.17%
$387K - $402K
507K $9.05M
Aug 10, 2023 Q2 2023
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
24.7K
+ 1.65%
$384K - $399K
1.52M $27.2M
Jul 13, 2023 Q2 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
23.6K
+ 1.84%
$366K - $380K
1.3M $23.2M
Jul 10, 2023 Q2 2023
Sound Income Strategies, LLC

BUY
 -
23.3K
+ 11.34%
$362K - $376K
229K $4.08M
Jul 14, 2023 Q2 2023
Choice Wealth Advisors, LLC

Waterville, ME
BUY
 -
20.4K
+ 7.89%
$317K - $329K
279K $4.98M
Aug 09, 2023 Q2 2023
Old Mission Capital LLC

BUY
 -
19.7K
New
$307K - $318K
19.7K $352K
Aug 01, 2023 Q2 2023
Merit Financial Group, LLC

BUY
 -
19K
+ 123.37%
$296K - $307K
34.5K $616K
Aug 07, 2023 Q2 2023
Ascension Capital Advisors, Inc.

Houston, TX
BUY
 -
19K
+ 21.17%
$295K - $307K
109K $1.94M
Jul 18, 2023 Q2 2023
Ars Wealth Advisors Group, LLC

St. Petersburg, FL
BUY
 -
18.3K
New
$285K - $296K
18.3K $327K
Jul 10, 2023 Q2 2023
Delta Financial Group, Inc.

Basking Ridge, NJ
BUY
 -
17.5K
New
$272K - $282K
17.5K $312K
Jul 21, 2023 Q2 2023
Kovack Advisors, Inc.

BUY
 -
16.9K
+ 13.64%
$262K - $273K
141K $2.51M
Aug 03, 2023 Q2 2023
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
16.8K
New
$260K - $270K
16.8K $299K
Jul 26, 2023 Q2 2023
Midwest Heritage Bank, Fsb

BUY
 -
16.6K
+ 8.19%
$258K - $268K
219K $3.91M
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

BUY
 -
16.2K
+ 4.23%
$252K - $262K
399K $7.13M
Aug 10, 2023 Q2 2023
Financial Enhancement Group LLC

Anderson, IN
BUY
 -
16.2K
+ 3.6%
$252K - $261K
466K $8.32M
Jul 31, 2023 Q2 2023
Black Diamond Wealth Management Inc.

BUY
 -
16.1K
New
$250K - $260K
16.1K $287K
Aug 11, 2023 Q2 2023
Stableford Capital Ii LLC

Scottsdale, AZ
BUY
 -
15.3K
New
$238K - $247K
15.3K $273K
Jul 19, 2023 Q2 2023
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
15.2K
New
$236K - $245K
15.2K $271K
Aug 02, 2023 Q2 2023
Flynn Zito Capital Management, LLC

BUY
 -
14.4K
+ 5.35%
$224K - $233K
285K $5.08M
Aug 14, 2023 Q2 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
14.4K
New
$224K - $232K
14.4K $257K
Aug 14, 2023 Q2 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
14.4K
+ 15.19%
$223K - $232K
109K $1.95M
Jul 11, 2023 Q2 2023
Brookstone Capital Management

BUY
 -
14.3K
New
$223K - $231K
14.3K $256K
Sep 06, 2023 Q2 2023
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
13.2K
+ 15.35%
$205K - $213K
99.3K $1.77M
Jul 11, 2023 Q2 2023
Capital Investment Advisors, LLC

BUY
 -
13.2K
New
$205K - $213K
13.2K $236K
Jul 24, 2023 Q2 2023
De Dora Capital, Inc.

BUY
 -
13.2K
New
$204K - $212K
13.2K $235K
Jul 18, 2023 Q2 2023
Lake Street Financial LLC

BUY
 -
12.6K
+ 6.57%
$196K - $204K
205K $3.66M
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
12.4K
+ 3.38%
$193K - $201K
381K $6.79M
Aug 11, 2023 Q2 2023
Aptus Capital Advisors, LLC

BUY
 -
12.2K
+ 44.11%
$189K - $197K
39.8K $711K
Aug 14, 2023 Q2 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
11.9K
+ 7.82%
$185K - $193K
164K $2.93M
Aug 11, 2023 Q2 2023
Trexquant Investment LP

Stamford, CT
BUY
 -
11.6K
New
$180K - $187K
11.6K $207K
Jul 17, 2023 Q2 2023
Avantax Planning Partners, Inc.

BUY
 -
10.9K
New
$170K - $176K
10.9K $195K
Aug 11, 2023 Q2 2023
Hrt Financial LP

New York, NY
BUY
 -
10.8K
New
$169K - $175K
10.8K $194K
Aug 11, 2023 Q2 2023
Gallacher Capital Management LLC

Lone Tree, CO
BUY
 -
10.8K
+ 13.2%
$168K - $175K
92.8K $1.66M

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