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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2025
Q2 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-1.16K- 0.95% |
$20.9K - $22K
|
121K
$2.35M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.16K- 2.08% |
$20.9K - $22K
|
54.5K
$1.06M
|
|
|
Aug 08, 2025
Q2 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-1.2K- 3.96% |
$21.6K - $22.8K
|
29.1K
$567K
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-1.43K- 35.34% |
$25.6K - $27.1K
|
2.61K
$50.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.44K- 3.47% |
$25.9K - $27.3K
|
40K
$778K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.5K- 3.48% |
$26.9K - $28.4K
|
41.5K
$807K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.95K- 12.77% |
$35.1K - $37K
|
13.3K
$259K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.05K- 4.72% |
$36.8K - $38.9K
|
41.3K
$803K
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-2.18K- 7.32% |
$39.2K - $41.4K
|
27.6K
$537K
|
|
|
Jul 29, 2025
Q2 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
SELL
|
- |
-2.36K- 10.93% |
$42.4K - $44.7K
|
19.2K
$374K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.48K- 19.43% |
$44.6K - $47K
|
10.3K
$200K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.59K- 2.02% |
$46.5K - $49.1K
|
126K
$2.44M
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
SELL
|
- |
-2.75K- 13.59% |
$49.5K - $52.2K
|
17.5K
$340K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.99K- 5.07% |
$53.7K - $56.7K
|
55.9K
$1.09M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.14K- 23.53% |
$56.5K - $59.6K
|
10.2K
$198K
|
|
|
Aug 12, 2025
Q2 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-3.3K- 9.09% |
$59.4K - $62.7K
|
33K
$642K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.35K- 13.54% |
$60.3K - $63.7K
|
21.4K
$417K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-3.4K- 19.33% |
$61.2K - $64.6K
|
14.2K
$276K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-3.91K- 25.13% |
$70.4K - $74.3K
|
11.7K
$227K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.17K- 10.46% |
$75.1K - $79.2K
|
35.7K
$694K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.23K- 5.87% |
$76.1K - $80.3K
|
67.9K
$1.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-5.31K- 24.82% |
$95.5K - $101K
|
16.1K
$313K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.22K- 71.03% |
$112K - $118K
|
2.54K
$49.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-7.5K- 5.75% |
$135K - $142K
|
123K
$2.39M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.5K- 10.24% |
$135K - $143K
|
65.7K
$1.28M
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
SELL
|
- |
-8.38K- 11.93% |
$151K - $159K
|
61.8K
$1.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-9.83K- 7.16% |
$177K - $187K
|
127K
$2.48M
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-10.5K- 14.05% |
$189K - $199K
|
64.3K
$1.25M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-12K- 74.71% |
$215K - $227K
|
4.05K
$78.7K
|
|
|
Aug 01, 2025
Q2 2025
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-14.6K- 23.0% |
$263K - $278K
|
48.9K
$952K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-15K- 39.5% |
$270K - $285K
|
23K
$447K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-16.4K- 58.62% |
$295K - $311K
|
11.6K
$225K
|
|
|
Aug 08, 2025
Q2 2025
|
1776 Wealth LLC
|
SELL
|
- |
-19.6K- 12.88% |
$352K - $372K
|
132K
$2.57M
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
SELL
|
- |
-20.6K- 4.85% |
$371K - $391K
|
404K
$7.86M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-24.1K- 7.69% |
$433K - $457K
|
289K
$5.62M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-24.8K- 57.23% |
$446K - $471K
|
18.5K
$361K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-29.1K- 73.12% |
$524K - $553K
|
10.7K
$208K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-32.5K- 41.29% |
$585K - $617K
|
46.2K
$899K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-36.3K- 40.23% |
$653K - $689K
|
53.9K
$1.05M
|
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
SELL
|
- |
-42.3K- 5.25% |
$762K - $804K
|
764K
$14.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-43.3K- 55.12% |
$778K - $822K
|
35.2K
$685K
|
|
|
Aug 12, 2025
Q2 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-47.9K- 23.31% |
$861K - $909K
|
157K
$3.06M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-49.5K- 42.69% |
$891K - $940K
|
66.5K
$1.29M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-60.9K- 7.96% |
$1.1M - $1.16M
|
704K
$13.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-79.4K- 40.67% |
$1.43M - $1.51M
|
116K
$2.25M
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-109K- 65.81% |
$1.96M - $2.07M
|
56.7K
$1.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-110K- 2.87% |
$1.98M - $2.09M
|
3.73M
$72.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-145K- 92.02% |
$2.61M - $2.75M
|
12.6K
$244K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-157K- 44.04% |
$2.83M - $2.99M
|
200K
$3.89M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-180K- 63.79% |
$3.24M - $3.42M
|
102K
$1.99M
|