Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
17.1KNew |
$319K - $326K
|
17.1K
$323K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
16KNew |
$298K - $305K
|
16K
$302K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15.7K+ 4.95% |
$293K - $300K
|
334K
$6.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
14.4KNew |
$268K - $275K
|
14.4K
$272K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
14.4K+ 11.69% |
$268K - $274K
|
137K
$2.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.2KNew |
$265K - $271K
|
14.2K
$269K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
13.5K+ 10.2% |
$251K - $257K
|
146K
$2.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
13.1KNew |
$243K - $249K
|
13.1K
$246K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
12.8KNew |
$238K - $243K
|
12.8K
$241K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12.3K+ 54.47% |
$230K - $235K
|
35K
$660K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
12.3K+ 37.23% |
$228K - $234K
|
45.2K
$853K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
11.8K+ 22.27% |
$219K - $224K
|
64.7K
$1.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
11.2K+ 73.96% |
$209K - $213K
|
26.3K
$497K
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
11K+ 4.55% |
$205K - $210K
|
253K
$4.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.4KNew |
$194K - $199K
|
10.4K
$197K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
9.97K+ 29.23% |
$186K - $190K
|
44.1K
$832K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
8.35K+ 72.29% |
$155K - $159K
|
19.9K
$376K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
8.14K+ 18.44% |
$152K - $155K
|
52.3K
$987K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
7.42K+ 7.26% |
$138K - $141K
|
110K
$2.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
7.11K+ 23.82% |
$132K - $135K
|
36.9K
$698K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.93K+ 37.25% |
$129K - $132K
|
25.5K
$482K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.89K+ 44.89% |
$128K - $131K
|
22.2K
$420K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.21K+ 4.88% |
$116K - $118K
|
133K
$2.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.07K+ 8.11% |
$113K - $116K
|
81K
$1.53M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.73K+ 5.52% |
$107K - $109K
|
110K
$2.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
4.8K+ 35.63% |
$89.4K - $91.5K
|
18.3K
$345K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.8K+ 18.66% |
$89.3K - $91.4K
|
30.5K
$576K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
4.43K+ 10.35% |
$82.5K - $84.4K
|
47.3K
$893K
|
|
|
Feb 10, 2025
Q4 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
3.88K+ 6.61% |
$72.3K - $74K
|
62.6K
$1.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
3.3K+ 4.6% |
$61.5K - $62.9K
|
75.1K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
3.29K+ 4.6% |
$61.2K - $62.6K
|
74.8K
$1.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.54K+ 3.56% |
$47.2K - $48.3K
|
73.7K
$1.39M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.34K+ 3.14% |
$43.6K - $44.6K
|
76.9K
$1.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.19KNew |
$40.8K - $41.7K
|
2.19K
$41.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
1.99K+ 2.69% |
$37K - $37.9K
|
75.8K
$1.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.93K+ 0.58% |
$35.9K - $36.7K
|
332K
$6.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.83K+ 151.53% |
$34.1K - $34.8K
|
3.04K
$57.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1.36K+ 17.2% |
$25.4K - $26K
|
9.29K
$175K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.23K+ 0.91% |
$22.8K - $23.4K
|
136K
$2.57M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
1K+ 1.21% |
$18.6K - $19.1K
|
83.4K
$1.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
983+ 0.85% |
$18.3K - $18.7K
|
116K
$2.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
875+ 6.53% |
$16.3K - $16.7K
|
14.3K
$270K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
839+ 15.2% |
$15.6K - $16K
|
6.36K
$120K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
656+ 1.17% |
$12.2K - $12.5K
|
56.8K
$1.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
611+ 1.15% |
$11.4K - $11.6K
|
53.9K
$1.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
575+ 1.08% |
$10.7K - $11K
|
53.8K
$1.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
482+ 0.12% |
$8.97K - $9.18K
|
407K
$7.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
440New |
$8.19K - $8.38K
|
440
$8.31K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
384New |
$7.15K - $7.32K
|
384
$7.25K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
344New |
$6.41K - $6.55K
|
344
$6.49K
|