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
$26.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
375K+ 17.98% |
$6.96M - $7.09M
|
2.46M
$45.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
133KNew |
$2.47M - $2.52M
|
133K
$2.44M
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
125K+ 409.7% |
$2.32M - $2.36M
|
156K
$2.85M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
62.8K+ 418640.0% |
$1.16M - $1.19M
|
62.8K
$1.15M
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
62.1K+ 8.15% |
$1.15M - $1.17M
|
824K
$15.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
53.8K+ 56.4% |
$998K - $1.02M
|
149K
$2.74M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
51.2K+ 33.21% |
$949K - $966K
|
205K
$3.77M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
46.8K+ 4.39% |
$868K - $884K
|
1.11M
$20.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
29.6K+ 34.26% |
$549K - $559K
|
116K
$2.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
19.9K+ 100.0% |
$369K - $376K
|
39.8K
$730K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
19.9K+ 7.8% |
$369K - $376K
|
275K
$5.04M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
14.3K+ 4.16% |
$265K - $269K
|
358K
$6.56M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
13.3K+ 29.5% |
$247K - $252K
|
58.5K
$1.07M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
11.6KNew |
$214K - $218K
|
11.6K
$212K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
11KNew |
$204K - $208K
|
11K
$202K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
11KNew |
$203K - $207K
|
11K
$201K
|
|
|
Apr 21, 2025
Q1 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
8.5K+ 5.41% |
$158K - $161K
|
166K
$3.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
8.41K+ 11.95% |
$156K - $159K
|
78.7K
$1.44M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.68K+ 44.94% |
$142K - $145K
|
24.8K
$454K
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
BUY
|
- |
6.58K+ 10.78% |
$122K - $124K
|
67.6K
$1.24M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
6.42K+ 13.03% |
$119K - $121K
|
55.6K
$1.02M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
6.31K+ 4.07% |
$117K - $119K
|
161K
$2.96M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6.17K+ 35.99% |
$114K - $116K
|
23.3K
$427K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
5.15K+ 3.22% |
$95.4K - $97.2K
|
165K
$3.03M
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
4.77K+ 7.29% |
$88.4K - $90.1K
|
70.2K
$1.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
3.82K+ 3.2% |
$70.8K - $72.1K
|
123K
$2.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.65KNew |
$67.6K - $68.9K
|
3.65K
$66.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
3.42K+ 0.81% |
$63.5K - $64.6K
|
426K
$7.81M
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3.1K+ 20.85% |
$57.4K - $58.4K
|
17.9K
$329K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
2.48K+ 3.3% |
$45.9K - $46.8K
|
77.6K
$1.42M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.11K+ 3.71% |
$39K - $39.8K
|
58.9K
$1.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.91K+ 126.88% |
$35.4K - $36K
|
3.41K
$62.5K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.12K+ 2.55% |
$20.7K - $21.1K
|
44.9K
$824K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.09K+ 1.23% |
$20.2K - $20.6K
|
90.2K
$1.65M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
917+ 1.75% |
$17K - $17.3K
|
53.2K
$975K
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
373+ 0.77% |
$6.92K - $7.04K
|
49K
$898K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
355New |
$6.58K - $6.7K
|
355
$6.51K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
348+ 29.54% |
$6.45K - $6.57K
|
1.53K
$28K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
304+ 0.41% |
$5.64K - $5.74K
|
74.8K
$1.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
251+ 1.26% |
$4.65K - $4.74K
|
20.2K
$371K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
147+ 1.41% |
$2.73K - $2.78K
|
10.6K
$194K
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
121+ 0.33% |
$2.24K - $2.28K
|
36.3K
$666K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
8+ 1.41% |
$148 - $151
|
574
$10.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
2+ 0.02% |
$37.1 - $37.8
|
11.8K
$216K
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-168- 0.14% |
$3.11K - $3.17K
|
122K
$2.24M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-377- 2.7% |
$6.99K - $7.12K
|
13.6K
$249K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-557- 3.56% |
$10.3K - $10.5K
|
15.1K
$276K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-576- 2.22% |
$10.7K - $10.9K
|
25.4K
$465K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-839- 13.19% |
$15.6K - $15.8K
|
5.52K
$101K
|