Purchases and Sales Made in Q1 2023 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 2023. 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 09, 2023
Q1 2023
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
1.07M+ 4319.11% |
$17.3M - $20.2M
|
1.1M
$20.7M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
823K+ 73.58% |
$13.3M - $15.5M
|
1.94M
$36.6M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
691K+ 23.34% |
$11.1M - $13M
|
3.65M
$68.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
388K+ 34.27% |
$6.25M - $7.31M
|
1.52M
$28.6M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
359KNew |
$5.77M - $6.76M
|
359K
$6.76M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
320KNew |
$5.15M - $6.02M
|
320K
$6.02M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
308K+ 41.04% |
$4.95M - $5.79M
|
1.06M
$19.9M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
200K+ 491.14% |
$3.22M - $3.76M
|
240K
$4.53M
|
|
|
Apr 18, 2023
Q1 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
200K+ 1574.94% |
$3.22M - $3.76M
|
212K
$4M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
166K+ 22.9% |
$2.68M - $3.13M
|
892K
$16.8M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
160K+ 7.29% |
$2.57M - $3.01M
|
2.35M
$44.3M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
154K+ 153.0% |
$2.47M - $2.89M
|
254K
$4.78M
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
112KNew |
$1.81M - $2.12M
|
112K
$2.12M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
101KNew |
$1.63M - $1.91M
|
101K
$1.91M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
101K+ 1.04% |
$1.62M - $1.89M
|
9.74M
$184M
|
|
|
Apr 27, 2023
Q1 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
94.6K+ 4.7% |
$1.52M - $1.78M
|
2.11M
$39.7M
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
92KNew |
$1.48M - $1.73M
|
92K
$1.73M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
86.3K+ 125.16% |
$1.39M - $1.63M
|
155K
$2.93M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
84.6KNew |
$1.36M - $1.59M
|
84.6K
$1.59M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
71.1K+ 282.48% |
$1.15M - $1.34M
|
96.3K
$1.81M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
64.2KNew |
$1.03M - $1.21M
|
64.2K
$1.21M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
59.7K+ 26.34% |
$961K - $1.12M
|
286K
$5.39M
|
|
|
May 15, 2023
Q1 2023
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
58.2KNew |
$936K - $1.1M
|
58.2K
$1.1M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
45.1KNew |
$725K - $849K
|
45.1K
$849K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
38.1K+ 14043.54% |
$613K - $717K
|
38.3K
$722K
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
34.7K+ 15.06% |
$559K - $654K
|
265K
$4.99M
|
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
33.4KNew |
$537K - $629K
|
33.4K
$629K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
33.1K+ 51.11% |
$534K - $624K
|
98K
$1.85M
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
31.3K+ 9.77% |
$503K - $589K
|
351K
$6.62M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
30.7K+ 38.63% |
$495K - $579K
|
110K
$2.08M
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
28.7KNew |
$463K - $541K
|
28.7K
$541K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
23.6K+ 62.26% |
$380K - $445K
|
61.6K
$1.16M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
22.3KNew |
$360K - $421K
|
22.3K
$421K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
17KNew |
$274K - $321K
|
17K
$321K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
16.2K+ 6.78% |
$261K - $305K
|
255K
$4.8M
|
|
|
Apr 17, 2023
Q1 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
15.9KNew |
$255K - $299K
|
15.9K
$299K
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
15.6K+ 3.39% |
$252K - $295K
|
478K
$9M
|
|
|
May 02, 2023
Q1 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
15.1KNew |
$244K - $285K
|
15.1K
$285K
|
|
|
May 09, 2023
Q1 2023
|
1776 Wealth LLC
|
BUY
|
- |
14K+ 9.39% |
$226K - $264K
|
163K
$3.08M
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
13K+ 38.02% |
$209K - $244K
|
47.1K
$887K
|
|
|
Apr 06, 2023
Q1 2023
|
Sterling Manor Financial, LLC
|
BUY
|
- |
12.9KNew |
$208K - $243K
|
12.9K
$243K
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
12KNew |
$193K - $225K
|
12K
$225K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
10.9K+ 13.06% |
$175K - $205K
|
94.1K
$1.77M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.8K+ 16.03% |
$174K - $203K
|
78.1K
$1.47M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.6K+ 36.87% |
$170K - $199K
|
39.3K
$740K
|
|
|
Apr 25, 2023
Q1 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
9.72K+ 6.86% |
$156K - $183K
|
151K
$2.85M
|
|
|
May 10, 2023
Q1 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
9.72K+ 1.81% |
$156K - $183K
|
547K
$10.3M
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
8.97K+ 22.15% |
$144K - $169K
|
49.5K
$932K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
8.84K+ 15.32% |
$142K - $167K
|
66.6K
$1.25M
|
|
|
May 15, 2023
Q1 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
8.61K+ 9.36% |
$139K - $162K
|
101K
$1.89M
|