Purchases and Sales Made in Q1 2025 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 2025. 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 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.44MNew |
$26.8M - $27.3M
|
1.44M
$27M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.08M+ 6.81% |
$20M - $20.3M
|
16.9M
$316M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
375K+ 17.98% |
$6.96M - $7.09M
|
2.46M
$46.1M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
355K+ 11.92% |
$6.58M - $6.7M
|
3.33M
$62.4M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
319K+ 9.08% |
$5.92M - $6.03M
|
3.84M
$71.8M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
299K+ 80676.55% |
$5.55M - $5.65M
|
300K
$5.6M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
237K+ 2.84% |
$4.39M - $4.47M
|
8.56M
$160M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
207K+ 10.15% |
$3.84M - $3.91M
|
2.25M
$42M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
176K+ 165.43% |
$3.26M - $3.32M
|
282K
$5.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
133KNew |
$2.47M - $2.52M
|
133K
$2.49M
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
125K+ 409.7% |
$2.32M - $2.36M
|
156K
$2.91M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
125K+ 2.78% |
$2.31M - $2.35M
|
4.62M
$86.3M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
120K+ 36.11% |
$2.22M - $2.26M
|
452K
$8.45M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
103K+ 15.64% |
$1.92M - $1.95M
|
765K
$14.3M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
102K+ 227.45% |
$1.89M - $1.93M
|
147K
$2.75M
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
84.5K+ 3.91% |
$1.57M - $1.59M
|
2.24M
$41.9M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
81.3KNew |
$1.51M - $1.53M
|
81.3K
$1.52M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
73.7KNew |
$1.37M - $1.39M
|
73.7K
$1.38M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
62.8K+ 418640.0% |
$1.16M - $1.19M
|
62.8K
$1.17M
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
62.1K+ 8.15% |
$1.15M - $1.17M
|
824K
$15.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
53.8K+ 56.4% |
$998K - $1.02M
|
149K
$2.79M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
51.2K+ 33.21% |
$949K - $966K
|
205K
$3.84M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
46.8K+ 4.39% |
$868K - $884K
|
1.11M
$20.8M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
43.1K+ 28.33% |
$799K - $814K
|
195K
$3.65M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
33.5KNew |
$621K - $632K
|
33.5K
$626K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
29.6K+ 34.26% |
$549K - $559K
|
116K
$2.17M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
28.3K+ 80.82% |
$524K - $534K
|
63.2K
$1.18M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
BUY
|
- |
27.2K+ 39.05% |
$505K - $514K
|
97K
$1.81M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
24.6K+ 7.38% |
$457K - $465K
|
358K
$6.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
19.9K+ 100.0% |
$369K - $376K
|
39.8K
$744K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
19.9K+ 7.8% |
$369K - $376K
|
275K
$5.14M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
17.6KNew |
$327K - $332K
|
17.6K
$329K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
16K+ 45.95% |
$297K - $302K
|
50.8K
$951K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
15.7KNew |
$292K - $297K
|
15.7K
$294K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.2K+ 61.64% |
$282K - $287K
|
39.9K
$746K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
15.1K+ 19.92% |
$280K - $285K
|
90.9K
$1.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
14.3K+ 4.16% |
$265K - $269K
|
358K
$6.69M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
13.3K+ 29.5% |
$247K - $252K
|
58.5K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12.8KNew |
$236K - $241K
|
12.8K
$238K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.5K+ 48.85% |
$231K - $235K
|
38K
$711K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
11.6KNew |
$215K - $219K
|
11.6K
$217K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
11.6KNew |
$214K - $218K
|
11.6K
$216K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
11.2K+ 34.85% |
$208K - $212K
|
43.4K
$811K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
11KNew |
$204K - $208K
|
11K
$206K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
11KNew |
$203K - $207K
|
11K
$205K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
10.4KNew |
$193K - $196K
|
10.4K
$195K
|
|
|
May 15, 2025
Q1 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
10.1K+ 50.25% |
$188K - $192K
|
30.3K
$567K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
9.2K+ 20.88% |
$171K - $174K
|
53.3K
$996K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
8.63K+ 67.6% |
$160K - $163K
|
21.4K
$400K
|
|
|
Apr 21, 2025
Q1 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
8.5K+ 5.41% |
$158K - $161K
|
166K
$3.1M
|