Purchases and Sales Made in Q1 2024 in First Tr ETF Iii Instl Pfd Sec (FPEI)
This table provides information about the institutional ownership of First Tr ETF Iii Instl Pfd Sec (FPEI) during Q1 2024. The information is specifically focused on institutions that hold shares of FIRST TR ETF III INSTL PFD SEC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
13.9KNew |
$246K - $254K
|
13.9K
$263K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
12.3K+ 80.99% |
$217K - $224K
|
27.4K
$518K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11.9K+ 69.67% |
$210K - $217K
|
28.9K
$546K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
11.9KNew |
$210K - $217K
|
11.9K
$224K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8K+ 41.19% |
$142K - $146K
|
27.4K
$518K
|
|
|
Apr 17, 2024
Q1 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
6.96K+ 0.72% |
$123K - $127K
|
980K
$18.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
6.79K+ 13.76% |
$120K - $124K
|
56.2K
$1.06M
|
|
|
Nov 14, 2024
Q1 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
5.74K+ 30.47% |
$102K - $105K
|
24.6K
$464K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.67K+ 3679.87% |
$100K - $103K
|
5.82K
$110K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.61K+ 7.64% |
$99.3K - $102K
|
79K
$1.49M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.57K+ 33.26% |
$98.7K - $102K
|
22.3K
$422K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.57K+ 38.1% |
$98.5K - $102K
|
20.2K
$381K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
5.5K+ 27.38% |
$97.4K - $100K
|
25.6K
$483K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
5.03K+ 223.34% |
$89.1K - $91.9K
|
7.29K
$138K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.79K+ 1.9% |
$84.7K - $87.4K
|
256K
$4.84M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.71K+ 481.21% |
$83.4K - $86K
|
5.69K
$107K
|
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
4.3K+ 30.32% |
$76.1K - $78.5K
|
18.5K
$349K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.71K+ 8.68% |
$65.6K - $67.7K
|
46.4K
$876K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.46K+ 9.24% |
$61.2K - $63.2K
|
40.9K
$772K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.97K+ 28.62% |
$52.5K - $54.2K
|
13.3K
$252K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.75K+ 19.38% |
$48.7K - $50.3K
|
17K
$320K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.43K+ 6.33% |
$42.9K - $44.3K
|
40.8K
$769K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.4KNew |
$42.5K - $43.8K
|
2.4K
$45.3K
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.95K+ 7.41% |
$34.5K - $35.6K
|
28.3K
$534K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.89K+ 5.32% |
$33.5K - $34.6K
|
37.5K
$707K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.88K+ 2.21% |
$33.2K - $34.3K
|
86.9K
$1.64M
|
|
|
Apr 10, 2024
Q1 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
1.77K+ 2.01% |
$31.3K - $32.3K
|
89.9K
$1.7M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.23K+ 48.33% |
$21.8K - $22.4K
|
3.77K
$71.2K
|
|
|
May 15, 2024
Q1 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
1.13K+ 3.03% |
$19.9K - $20.5K
|
38.2K
$721K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
1.01K+ 10.49% |
$17.9K - $18.4K
|
10.6K
$201K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
866+ 8.6% |
$15.3K - $15.8K
|
10.9K
$207K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
717New |
$12.7K - $13.1K
|
717
$13.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
700+ 0.96% |
$12.4K - $12.8K
|
73.5K
$1.39M
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
655New |
$11.6K - $12K
|
655
$12.4K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
390+ 1.31% |
$6.9K - $7.12K
|
30.2K
$570K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
299+ 1.7% |
$5.29K - $5.46K
|
17.9K
$338K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
108+ 0.98% |
$1.91K - $1.97K
|
11.1K
$210K
|
|
|
Jul 17, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
80+ 0.24% |
$1.42K - $1.46K
|
32.9K
$622K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
73New |
$1.29K - $1.33K
|
73
$1.38K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
49+ 15.22% |
$867 - $895
|
371
$7K
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
13+ 0.06% |
$230 - $237
|
21.9K
$414K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1+ 0.24% |
$17.7 - $18.3
|
421
$7.95K
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-80- 0.72% |
$1.42K - $1.46K
|
11K
$208K
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-85- 0.68% |
$1.5K - $1.55K
|
12.5K
$236K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-92- 0.99% |
$1.63K - $1.68K
|
9.25K
$175K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-150- 0.85% |
$2.66K - $2.74K
|
17.5K
$329K
|
|
|
May 10, 2024
Q1 2024
|
1776 Wealth LLC
|
SELL
|
- |
-436- 0.26% |
$7.72K - $7.96K
|
167K
$3.15M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-554- 2.51% |
$9.81K - $10.1K
|
21.5K
$406K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-686- 16.65% |
$12.1K - $12.5K
|
3.43K
$64.8K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-722- 1.7% |
$12.8K - $13.2K
|
41.6K
$786K
|