Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.6K+ 73.33% |
$212K - $221K
|
27.3K
$516K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
11.1K+ 52.34% |
$203K - $211K
|
32.2K
$607K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11KNew |
$202K - $209K
|
11K
$207K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
10.5K+ 6.75% |
$193K - $201K
|
167K
$3.14M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
10.4K+ 68.04% |
$191K - $199K
|
25.7K
$486K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
10.4K+ 53.2% |
$190K - $198K
|
29.8K
$563K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
8.87K+ 73.54% |
$163K - $169K
|
20.9K
$395K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
8.59K+ 35.26% |
$158K - $164K
|
32.9K
$622K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
7.78K+ 5.29% |
$143K - $148K
|
155K
$2.92M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.58K+ 13.27% |
$121K - $126K
|
56.2K
$1.06M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.69K+ 28.18% |
$105K - $109K
|
25.9K
$489K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.09K+ 50.41% |
$93.4K - $97.1K
|
15.2K
$287K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.95K+ 2.24% |
$90.9K - $94.5K
|
226K
$4.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.88K+ 383.96% |
$71.2K - $74K
|
4.89K
$92.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.7K+ 32.93% |
$67.9K - $70.6K
|
14.9K
$282K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.31K+ 16.24% |
$60.7K - $63.1K
|
23.7K
$447K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.27K+ 4.57% |
$60.1K - $62.5K
|
74.9K
$1.41M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.26K+ 6.57% |
$59.9K - $62.3K
|
52.9K
$999K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.93K+ 21.8% |
$53.7K - $55.8K
|
16.3K
$309K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.9KNew |
$53.2K - $55.3K
|
2.9K
$54.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.84KNew |
$52.2K - $54.3K
|
2.84K
$53.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
2.09K+ 6.29% |
$38.3K - $39.8K
|
35.2K
$665K
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
1.71K+ 0.08% |
$31.3K - $32.6K
|
2.12M
$40M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.56K+ 3.77% |
$28.6K - $29.7K
|
42.8K
$809K
|
|
|
Nov 13, 2024
Q3 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
1.55K+ 12.97% |
$28.4K - $29.5K
|
13.5K
$254K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.5K+ 2.08% |
$27.6K - $28.6K
|
73.8K
$1.39M
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.4K+ 1.23% |
$25.6K - $26.6K
|
115K
$2.17M
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.33K+ 4.71% |
$24.4K - $25.4K
|
29.6K
$559K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1KNew |
$18.4K - $19.1K
|
1K
$18.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
641+ 1.25% |
$11.8K - $12.2K
|
52.1K
$984K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
537+ 1.21% |
$9.86K - $10.2K
|
45K
$849K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
351+ 53.59% |
$6.44K - $6.7K
|
1.01K
$19K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
168+ 0.22% |
$3.08K - $3.21K
|
78.2K
$1.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
157+ 0.42% |
$2.88K - $3K
|
38K
$717K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
74+ 0.7% |
$1.36K - $1.41K
|
10.7K
$201K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
70New |
$1.29K - $1.34K
|
70
$1.32K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
53+ 4.59% |
$973 - $1.01K
|
1.21K
$22.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
18+ 0.1% |
$330 - $343
|
17.9K
$339K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
7+ 1.27% |
$129 - $134
|
558
$10.5K
|
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-2- 22.22% |
$36.7 - $38.2
|
7
$132
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-27- 0.16% |
$496 - $515
|
16.6K
$314K
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-42- 0.23% |
$771 - $801
|
18.1K
$342K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-77- 0.14% |
$1.41K - $1.47K
|
53.3K
$1.01M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-115- 0.68% |
$2.11K - $2.19K
|
16.8K
$318K
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-192- 0.64% |
$3.53K - $3.66K
|
29.9K
$565K
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-254- 2.31% |
$4.66K - $4.85K
|
10.8K
$203K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-278- 0.39% |
$5.1K - $5.3K
|
71.8K
$1.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-480- 3.52% |
$8.81K - $9.16K
|
13.2K
$249K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-544- 0.72% |
$9.99K - $10.4K
|
74.5K
$1.41M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-719- 2.64% |
$13.2K - $13.7K
|
26.5K
$501K
|