Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
4.82K+ 11.15% |
$86.7K - $91.5K
|
48K
$934K
|
|
|
Aug 14, 2025
Q2 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
3.74K+ 19.66% |
$67.2K - $71K
|
22.8K
$443K
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
3.67K+ 3.16% |
$66K - $69.7K
|
120K
$2.33M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
3.49K+ 33.54% |
$62.8K - $66.3K
|
13.9K
$270K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.24K+ 5.12% |
$58.2K - $61.5K
|
66.5K
$1.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
3.2K+ 27.64% |
$57.5K - $60.7K
|
14.8K
$287K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.85K+ 2.1% |
$51.3K - $54.1K
|
138K
$2.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.68K+ 7.44% |
$48.1K - $50.8K
|
38.6K
$751K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
2.27K+ 7.21% |
$40.8K - $43.1K
|
33.7K
$656K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.87KNew |
$33.6K - $35.4K
|
1.87K
$36.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.83KNew |
$32.9K - $34.8K
|
1.83K
$35.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
1.76K+ 2.27% |
$31.7K - $33.5K
|
79.3K
$1.54M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.43K+ 4.0% |
$25.7K - $27.1K
|
37.1K
$721K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.32K+ 6.93% |
$23.8K - $25.1K
|
20.4K
$397K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.29K+ 1.74% |
$23.3K - $24.6K
|
75.5K
$1.47M
|
|
|
Aug 12, 2025
Q2 2025
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
1.23K+ 8.09% |
$22.1K - $23.4K
|
16.4K
$320K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
953+ 2.52% |
$17.1K - $18.1K
|
38.7K
$754K
|
|
|
Jul 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
680+ 1.39% |
$12.2K - $12.9K
|
49.7K
$966K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
628+ 0.34% |
$11.3K - $11.9K
|
183K
$3.56M
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
622New |
$11.2K - $11.8K
|
622
$12.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
500+ 4.15% |
$9K - $9.5K
|
12.5K
$244K
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
475+ 0.32% |
$8.55K - $9.02K
|
148K
$2.87M
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
407New |
$7.32K - $7.73K
|
407
$7.92K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
219+ 0.32% |
$3.94K - $4.16K
|
69.6K
$1.35M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
159+ 1.45% |
$2.86K - $3.02K
|
11.2K
$217K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
153+ 1.45% |
$2.75K - $2.91K
|
10.7K
$209K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
128+ 0.45% |
$2.3K - $2.43K
|
28.3K
$550K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
127+ 4.18% |
$2.28K - $2.41K
|
3.16K
$61.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
81+ 0.75% |
$1.46K - $1.54K
|
10.9K
$212K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
41+ 0.23% |
$738 - $779
|
18K
$350K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
25+ 0.08% |
$450 - $475
|
31.4K
$610K
|
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
11+ 0.01% |
$198 - $209
|
82.2K
$1.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
9+ 1.57% |
$162 - $171
|
583
$11.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12- 0.56% |
$216 - $228
|
2.14K
$41.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-57- 0.52% |
$1.03K - $1.08K
|
10.9K
$212K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-93- 0.37% |
$1.67K - $1.77K
|
25.3K
$491K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-100- 0.7% |
$1.8K - $1.9K
|
14.2K
$277K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-120- 0.08% |
$2.16K - $2.28K
|
149K
$2.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-250- 1.84% |
$4.5K - $4.75K
|
13.3K
$259K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-310- 87.32% |
$5.58K - $5.89K
|
45
$875
|
|
|
Aug 14, 2025
Q2 2025
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-417- 3.4% |
$7.5K - $7.92K
|
11.8K
$230K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-428- 0.8% |
$7.7K - $8.13K
|
52.8K
$1.03M
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-492- 38.56% |
$8.85K - $9.34K
|
784
$15.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-515- 0.63% |
$9.26K - $9.78K
|
81.8K
$1.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-519- 0.71% |
$9.34K - $9.86K
|
72.5K
$1.41M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-786- 41.61% |
$14.1K - $14.9K
|
1.1K
$21.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-899- 0.83% |
$16.2K - $17.1K
|
107K
$2.09M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-915- 3.61% |
$16.5K - $17.4K
|
24.4K
$476K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-939- 1.82% |
$16.9K - $17.8K
|
50.6K
$984K
|