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 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-723- 57.11% |
$12.8K - $13.2K
|
543
$10.3K
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-732- 2.45% |
$13K - $13.4K
|
29.2K
$551K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-750- 51.02% |
$13.3K - $13.7K
|
720
$13.6K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-894- 1.03% |
$15.8K - $16.3K
|
85.7K
$1.62M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1K- 19.99% |
$17.7K - $18.3K
|
4K
$75.6K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.44K- 2.45% |
$25.4K - $26.2K
|
57K
$1.08M
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-1.59K- 0.9% |
$28.1K - $29K
|
175K
$3.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-2.06K- 9.42% |
$36.5K - $37.6K
|
19.8K
$374K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.36K- 4.17% |
$41.8K - $43.1K
|
54.2K
$1.02M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.76K- 4.76% |
$48.9K - $50.4K
|
55.2K
$1.04M
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-2.87K- 5.84% |
$50.8K - $52.4K
|
46.2K
$873K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-3.45K- 6.77% |
$61K - $62.9K
|
47.5K
$896K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3.45K- 18.34% |
$61.1K - $63.1K
|
15.4K
$290K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.82K- 4.36% |
$67.6K - $69.7K
|
83.8K
$1.58M
|
|
|
Apr 19, 2024
Q1 2024
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-3.99K- 5.5% |
$70.6K - $72.8K
|
68.5K
$1.29M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-4.27K- 27.52% |
$75.5K - $77.9K
|
11.2K
$212K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-5.16K- 12.49% |
$91.3K - $94.2K
|
36.1K
$682K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-5.64K- 6.7% |
$99.8K - $103K
|
78.6K
$1.48M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-6.2K- 9.92% |
$110K - $113K
|
56.3K
$1.06M
|
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
SELL
|
- |
-6.98K- 0.78% |
$123K - $127K
|
891K
$16.8M
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-7.1K- 43.17% |
$126K - $130K
|
9.35K
$176K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.13K- 8.0% |
$126K - $130K
|
82K
$1.55M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.95K- 12.52% |
$141K - $145K
|
55.6K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-8.37K- 7.86% |
$148K - $153K
|
98.1K
$1.85M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-8.4K- 21.88% |
$149K - $153K
|
30K
$566K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-9.13K- 38.55% |
$162K - $167K
|
14.6K
$275K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-12.7K- 37.39% |
$225K - $232K
|
21.3K
$402K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-13.4K- 40.58% |
$237K - $244K
|
19.6K
$370K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-13.7K- 77.4% |
$243K - $251K
|
4.01K
$75.7K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-15.2K- 9.43% |
$269K - $277K
|
146K
$2.75M
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-18.7K- 11.98% |
$331K - $341K
|
137K
$2.59M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-19.6KClosed |
$347K - $358K
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-22.1K- 50.0% |
$390K - $403K
|
22.1K
$416K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-25.7K- 9.93% |
$455K - $470K
|
233K
$4.4M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-34.9K- 1.13% |
$618K - $638K
|
3.05M
$57.6M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-37.5K- 18.47% |
$664K - $685K
|
166K
$3.13M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-41.3K- 95.73% |
$731K - $754K
|
1.84K
$34.8K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-47.5K- 0.4% |
$840K - $867K
|
11.7M
$221M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-47.5K- 0.4% |
$840K - $867K
|
11.7M
$221M
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-89.3K- 37.24% |
$1.58M - $1.63M
|
150K
$2.84M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-175K- 27.08% |
$3.09M - $3.19M
|
470K
$8.88M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-204K- 20.57% |
$3.61M - $3.72M
|
787K
$14.9M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-324K- 9.62% |
$5.74M - $5.92M
|
3.05M
$57.6M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-364K- 12.79% |
$6.44M - $6.65M
|
2.48M
$46.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-1.9M- 93.81% |
$33.7M - $34.8M
|
126K
$2.37M
|