Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2022
Q3 2022
|
Shelton Wealth Management, LLC
|
BUY
|
- |
1.1K+ 0.39% |
$18.8K - $20.4K
|
279K
$5.25M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
855New |
$14.7K - $16K
|
855
$16.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
854+ 80.26% |
$14.6K - $15.9K
|
1.92K
$36.1K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
700New |
$12K - $13.1K
|
700
$13.2K
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
491+ 1.89% |
$8.42K - $9.16K
|
26.5K
$497K
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
476+ 2.77% |
$8.16K - $8.88K
|
17.7K
$332K
|
|
|
Oct 12, 2022
Q3 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
358+ 1.12% |
$6.14K - $6.68K
|
32.2K
$605K
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
325+ 1.94% |
$5.57K - $6.06K
|
17.1K
$322K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
319New |
$5.47K - $5.95K
|
319
$6K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
183+ 0.71% |
$3.14K - $3.41K
|
26.1K
$491K
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
75+ 0.95% |
$1.29K - $1.4K
|
7.99K
$150K
|
|
|
Nov 10, 2022
Q3 2022
|
1776 Wealth LLC
|
BUY
|
- |
18+ 0.01% |
$309 - $336
|
147K
$2.77M
|
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
13+ 0.88% |
$223 - $243
|
1.49K
$28K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2+ 0.92% |
$34.3 - $37.3
|
219
$4.12K
|
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-2- 7.41% |
$34.3 - $37.3
|
25
$470
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-194- 0.91% |
$3.33K - $3.62K
|
21.2K
$398K
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
SELL
|
- |
-273- 2.68% |
$4.68K - $5.09K
|
9.9K
$186K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-417- 3.87% |
$7.15K - $7.78K
|
10.4K
$195K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-448- 13.13% |
$7.68K - $8.36K
|
2.96K
$55.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-1.07K- 3.48% |
$18.4K - $20K
|
29.8K
$559K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.29K- 10.17% |
$22K - $24K
|
11.3K
$213K
|
|
|
Oct 18, 2022
Q3 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.32K- 5.32% |
$22.6K - $24.6K
|
23.5K
$441K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.53K- 22.55% |
$60.5K - $65.8K
|
12.1K
$228K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.63K- 3.15% |
$62.3K - $67.7K
|
111K
$2.1M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.9K- 4.95% |
$66.9K - $72.7K
|
74.9K
$1.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-4.28K- 5.46% |
$73.4K - $79.8K
|
74.1K
$1.39M
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-5.62K- 7.08% |
$96.4K - $105K
|
73.8K
$1.39M
|
|
|
Oct 24, 2022
Q3 2022
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-11K- 2.63% |
$188K - $205K
|
406K
$7.64M
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-11.7K- 83.37% |
$200K - $218K
|
2.33K
$43.8K
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
SELL
|
- |
-15.5K- 57.65% |
$266K - $289K
|
11.4K
$214K
|
|
|
Nov 14, 2022
Q3 2022
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-16.9K- 29.75% |
$290K - $315K
|
39.9K
$750K
|
|
|
Nov 07, 2022
Q3 2022
|
Essex LLC
|
SELL
|
- |
-18.3K- 1.82% |
$313K - $341K
|
985K
$18.5M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-21.3K- 23.13% |
$365K - $397K
|
70.7K
$1.33M
|
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-21.9K- 35.66% |
$375K - $408K
|
39.5K
$742K
|
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-22.1K- 34.22% |
$379K - $412K
|
42.5K
$798K
|
|
|
Oct 12, 2022
Q3 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-22.7K- 57.65% |
$390K - $424K
|
16.7K
$314K
|
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-23.1K- 28.26% |
$396K - $430K
|
58.6K
$1.1M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-48K- 7.25% |
$823K - $895K
|
614K
$11.5M
|
|
|
Oct 28, 2022
Q3 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-55.9K- 20.23% |
$958K - $1.04M
|
220K
$4.14M
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-76.7K- 63.49% |
$1.32M - $1.43M
|
44.1K
$829K
|
|
|
Oct 12, 2022
Q3 2022
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-79.7K- 79.47% |
$1.37M - $1.49M
|
20.6K
$387K
|
|
|
Oct 31, 2022
Q3 2022
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-93.7K- 46.17% |
$1.61M - $1.75M
|
109K
$2.05M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-159K- 55.72% |
$2.73M - $2.97M
|
127K
$2.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-177K- 86.47% |
$3.03M - $3.3M
|
27.7K
$520K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-259K- 11.39% |
$4.44M - $4.83M
|
2.01M
$37.8M
|
|
|
Nov 03, 2022
Q3 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-317K- 76.3% |
$5.44M - $5.92M
|
98.6K
$1.85M
|