Purchases and Sales Made in Q1 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 Q1 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 |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
1.01MNew |
$19.2M - $20.6M
|
1.01M
$18.8M
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
215KNew |
$4.09M - $4.39M
|
215K
$4.01M
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
132K+ 59.28% |
$2.53M - $2.71M
|
356K
$6.64M
|
|
May 13, 2022
Q1 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
124K+ 92.87% |
$2.37M - $2.54M
|
258K
$4.82M
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
102K+ 32.97% |
$1.94M - $2.08M
|
410K
$7.65M
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
83.9K+ 163.41% |
$1.6M - $1.71M
|
135K
$2.52M
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
83.6KNew |
$1.59M - $1.71M
|
83.6K
$1.56M
|
|
May 02, 2022
Q1 2022
|
Crumly & Associates Inc.
|
BUY
|
- |
82.3KNew |
$1.57M - $1.68M
|
82.3K
$1.54M
|
|
Oct 03, 2022
Q1 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
76.7KNew |
$1.46M - $1.57M
|
76.7K
$1.43M
|
|
Apr 26, 2022
Q1 2022
|
Peterson Wealth Management
|
BUY
|
- |
69.8K+ 24.29% |
$1.33M - $1.43M
|
357K
$6.66M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
69.3K+ 14.58% |
$1.32M - $1.41M
|
545K
$10.2M
|
|
May 16, 2022
Q1 2022
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
69.2K+ 26.65% |
$1.32M - $1.41M
|
329K
$6.13M
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
63.7K+ 543.63% |
$1.21M - $1.3M
|
75.4K
$1.41M
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
54.2K+ 175.79% |
$1.03M - $1.11M
|
85K
$1.59M
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
51.5K+ 4.48% |
$982K - $1.05M
|
1.2M
$22.4M
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
46.5K+ 270.99% |
$886K - $949K
|
63.6K
$1.19M
|
|
Apr 26, 2022
Q1 2022
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
34.6K+ 21.45% |
$660K - $707K
|
196K
$3.66M
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
32.2K+ 12.79% |
$613K - $657K
|
283K
$5.29M
|
|
May 10, 2022
Q1 2022
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
31.8KNew |
$605K - $648K
|
31.8K
$592K
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
31.4K+ 202.18% |
$598K - $641K
|
46.9K
$875K
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
30.5K+ 63.92% |
$582K - $624K
|
78.3K
$1.46M
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
30.3K+ 1897.31% |
$578K - $619K
|
31.9K
$595K
|
|
Aug 05, 2022
Q1 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
28KNew |
$533K - $571K
|
28K
$521K
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
23.7K+ 10.34% |
$451K - $483K
|
253K
$4.71M
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
23.5K+ 8.88% |
$447K - $479K
|
288K
$5.37M
|
|
Apr 20, 2022
Q1 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
20K+ 5.71% |
$381K - $408K
|
370K
$6.9M
|
|
Apr 21, 2022
Q1 2022
|
Sterling Manor Financial, LLC
|
BUY
|
- |
19.4K+ 4.92% |
$370K - $396K
|
414K
$7.72M
|
|
Apr 05, 2022
Q1 2022
|
Wedmont Private Capital
|
BUY
|
- |
18.8KNew |
$358K - $384K
|
18.8K
$351K
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18K+ 37.16% |
$342K - $367K
|
66.3K
$1.24M
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
17.5K+ 18.6% |
$334K - $358K
|
112K
$2.08M
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15.3K+ 10.16% |
$291K - $312K
|
166K
$3.09M
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
13.9K+ 86.42% |
$266K - $285K
|
30.1K
$561K
|
|
May 13, 2022
Q1 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
12.9K+ 15.86% |
$245K - $263K
|
94K
$1.75M
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
12.2K+ 26.23% |
$232K - $249K
|
58.6K
$1.09M
|
|
May 27, 2022
Q1 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
12K+ 2.65% |
$230K - $246K
|
467K
$8.7M
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12K+ 14.95% |
$229K - $246K
|
92.5K
$1.73M
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.6KNew |
$221K - $236K
|
11.6K
$216K
|
|
Apr 22, 2022
Q1 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
11.1K+ 7.2% |
$212K - $227K
|
165K
$3.08M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.7KNew |
$205K - $219K
|
10.7K
$200K
|
|
May 04, 2022
Q1 2022
|
Darwin Advisors, LLC
|
BUY
|
- |
10.7KNew |
$204K - $218K
|
10.7K
$199K
|
|
Apr 14, 2022
Q1 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
10.6KNew |
$203K - $217K
|
10.6K
$198K
|
|
May 13, 2022
Q1 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
10.5K+ 8.55% |
$200K - $214K
|
133K
$2.48M
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10.1KNew |
$192K - $205K
|
10.1K
$187K
|
|
Apr 22, 2022
Q1 2022
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
9.28K+ 2.27% |
$177K - $189K
|
418K
$7.8M
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
9.04K+ 27.33% |
$172K - $185K
|
42.1K
$786K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
6.35KNew |
$121K - $130K
|
6.35K
$118K
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.84K+ 10.83% |
$111K - $119K
|
59.7K
$1.11M
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.7K+ 5.61% |
$109K - $116K
|
107K
$2M
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4.47KNew |
$85.1K - $91.2K
|
4.47K
$83.3K
|
|
May 10, 2022
Q1 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
3.43K+ 16.04% |
$65.4K - $70.1K
|
24.8K
$463K
|