Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
4.79K+ 8.53% |
$85.8K - $88.3K
|
61K
$1.15M
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.33K+ 7.41% |
$59.7K - $61.4K
|
48.3K
$911K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.27K+ 7.05% |
$58.6K - $60.3K
|
49.7K
$938K
|
|
|
Jul 12, 2024
Q2 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
3.22K+ 0.52% |
$57.7K - $59.3K
|
621K
$11.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
3.14K+ 7.55% |
$56.3K - $57.9K
|
44.8K
$845K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.74K+ 9.45% |
$49K - $50.4K
|
31.7K
$598K
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
2.35KNew |
$42K - $43.2K
|
2.35K
$44.3K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.22KNew |
$39.8K - $41K
|
2.22K
$42K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.19K+ 1.5% |
$39.2K - $40.4K
|
148K
$2.79M
|
|
|
Nov 14, 2024
Q2 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
2.1K+ 8.55% |
$37.6K - $38.7K
|
26.7K
$504K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.97K+ 14.73% |
$35.2K - $36.2K
|
15.3K
$289K
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.95K+ 0.85% |
$34.9K - $35.9K
|
231K
$4.35M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.5KNew |
$26.9K - $27.7K
|
1.5K
$28.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.49K+ 1.33% |
$26.7K - $27.4K
|
114K
$2.14M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
982+ 6.75% |
$17.6K - $18.1K
|
15.5K
$293K
|
|
|
Jul 11, 2024
Q2 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
971+ 3.33% |
$17.4K - $17.9K
|
30.1K
$569K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
875+ 1.19% |
$15.7K - $16.1K
|
74.4K
$1.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
872+ 0.21% |
$15.6K - $16.1K
|
417K
$7.87M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
844+ 9.13% |
$15.1K - $15.6K
|
10.1K
$191K
|
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
BUY
|
- |
794+ 0.45% |
$14.2K - $14.6K
|
176K
$3.32M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
667New |
$11.9K - $12.3K
|
667
$12.6K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
657New |
$11.8K - $12.1K
|
657
$12.4K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
637+ 0.81% |
$11.4K - $11.7K
|
79.6K
$1.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
547+ 1.18% |
$9.8K - $10.1K
|
46.8K
$883K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
454+ 1.11% |
$8.13K - $8.37K
|
41.4K
$781K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
447New |
$8.01K - $8.24K
|
447
$8.44K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
392+ 1.43% |
$7.02K - $7.22K
|
27.8K
$525K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
249+ 0.35% |
$4.46K - $4.59K
|
71.6K
$1.35M
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
227New |
$4.07K - $4.18K
|
227
$4.29K
|
|
|
Jul 17, 2024
Q2 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
207+ 0.63% |
$3.71K - $3.82K
|
33.1K
$626K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
168+ 0.83% |
$3.01K - $3.1K
|
20.3K
$384K
|
|
|
Aug 13, 2024
Q2 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
132+ 0.67% |
$2.36K - $2.43K
|
19.9K
$377K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
112+ 0.08% |
$2.01K - $2.06K
|
133K
$2.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
10+ 2.38% |
$179 - $184
|
431
$8.14K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
9New |
$161 - $166
|
9
$170
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9+ 0.05% |
$161 - $166
|
17.9K
$338K
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
8+ 1.47% |
$143 - $147
|
551
$10.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
7+ 0.98% |
$125 - $129
|
724
$13.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
4+ 0.04% |
$71.6 - $73.7
|
11K
$208K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 0.01% |
$17.9 - $18.4
|
7.29K
$138K
|
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-40- 0.04% |
$716 - $737
|
109K
$2.06M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-73Closed |
$1.31K - $1.35K
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-180- 5.24% |
$3.22K - $3.32K
|
3.25K
$61.4K
|
|
|
Jul 19, 2024
Q2 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-300- 1.62% |
$5.37K - $5.53K
|
18.2K
$343K
|
|
|
Aug 13, 2024
Q2 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-385- 1.01% |
$6.9K - $7.1K
|
37.8K
$714K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-420- 58.33% |
$7.52K - $7.74K
|
300
$5.66K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-439- 0.78% |
$7.86K - $8.09K
|
55.9K
$1.06M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-485- 4.09% |
$8.69K - $8.94K
|
11.4K
$215K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-538- 4.84% |
$9.64K - $9.92K
|
10.6K
$200K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-575- 0.73% |
$10.3K - $10.6K
|
78K
$1.47M
|