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 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
SELL
|
- |
-1.19K- 1.43% |
$22.1K - $22.5K
|
82.2K
$1.51M
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.3K- 8.31% |
$24.1K - $24.5K
|
14.3K
$263K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.38K- 1.26% |
$25.6K - $26K
|
108K
$1.99M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-2.29K- 6.51% |
$42.5K - $43.3K
|
32.9K
$604K
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-2.38K- 4.41% |
$44.1K - $44.9K
|
51.5K
$945K
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-2.78K- 19.44% |
$51.4K - $52.4K
|
11.5K
$211K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.1K- 6.68% |
$57.5K - $58.5K
|
43.3K
$794K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-3.2K- 2.39% |
$59.3K - $60.4K
|
131K
$2.39M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.64K- 4.74% |
$67.5K - $68.7K
|
73.2K
$1.34M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-6.27K- 3.28% |
$116K - $118K
|
185K
$3.39M
|
|
|
Apr 23, 2025
Q1 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
SELL
|
- |
-7.47K- 25.72% |
$138K - $141K
|
21.6K
$395K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-8.71K- 36.33% |
$162K - $165K
|
15.3K
$280K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-8.8K- 11.26% |
$163K - $166K
|
69.3K
$1.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-9.01K- 17.86% |
$167K - $170K
|
41.5K
$760K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-9.53K- 41.67% |
$177K - $180K
|
13.3K
$245K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-13K- 9.22% |
$242K - $246K
|
128K
$2.35M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-16.2K- 27.24% |
$300K - $305K
|
43.2K
$792K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-18.3K- 4.13% |
$339K - $345K
|
424K
$7.78M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-28.4K- 16.24% |
$527K - $537K
|
147K
$2.69M
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-32.4K- 7.97% |
$601K - $612K
|
374K
$6.87M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-33.3K- 28.32% |
$617K - $629K
|
84.3K
$1.55M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-34.7K- 4.13% |
$644K - $656K
|
806K
$14.8M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-63.9K- 58.3% |
$1.18M - $1.21M
|
45.7K
$838K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-124K- 79.85% |
$2.3M - $2.34M
|
31.3K
$575K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-312K- 89.74% |
$5.79M - $5.89M
|
35.7K
$654K
|