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 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.29K+ 0.3% |
$133K - $156K
|
2.75M
$51.8M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.05K+ 7.9% |
$130K - $152K
|
110K
$2.07M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.76K+ 22.21% |
$125K - $146K
|
42.7K
$805K
|
|
|
May 08, 2023
Q1 2023
|
Shelton Wealth Management, LLC
|
BUY
|
- |
7.49K+ 2.55% |
$121K - $141K
|
301K
$5.68M
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
6.44KNew |
$104K - $121K
|
6.44K
$121K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.43K+ 78.53% |
$103K - $121K
|
14.6K
$275K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.88K+ 6.5% |
$94.6K - $111K
|
96.3K
$1.82M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.86K+ 24.63% |
$78.3K - $91.6K
|
24.6K
$464K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.68K+ 2.68% |
$75.3K - $88.2K
|
179K
$3.38M
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.51K+ 7.64% |
$72.6K - $85K
|
63.5K
$1.2M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.44K+ 26.58% |
$71.4K - $83.6K
|
21.1K
$398K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.29K+ 7.46% |
$69.1K - $80.8K
|
61.8K
$1.16M
|
|
|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
BUY
|
- |
4.16K+ 2.23% |
$66.9K - $78.3K
|
191K
$3.59M
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3.68K+ 2.1% |
$59.2K - $69.3K
|
178K
$3.36M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.6K+ 11.47% |
$57.9K - $67.7K
|
34.9K
$658K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.54K+ 9.17% |
$56.9K - $66.6K
|
42.1K
$794K
|
|
|
May 15, 2023
Q1 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
3.48K+ 3.13% |
$56K - $65.5K
|
115K
$2.16M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
3.43K+ 2.88% |
$55.1K - $64.5K
|
122K
$2.31M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.05K+ 38.38% |
$49.2K - $57.5K
|
11K
$207K
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.91KNew |
$46.8K - $54.7K
|
2.91K
$54.8K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.53KNew |
$40.7K - $47.6K
|
2.53K
$47.6K
|
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.21K+ 20.03% |
$35.6K - $41.7K
|
13.3K
$250K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.09KNew |
$33.7K - $39.4K
|
2.09K
$39.5K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.93K+ 4.54% |
$31K - $36.3K
|
44.3K
$836K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.9K+ 9.09% |
$30.6K - $35.8K
|
22.8K
$430K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
1.6K+ 5.67% |
$25.7K - $30.1K
|
29.8K
$561K
|
|
|
Apr 13, 2023
Q1 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
1.25K+ 5.3% |
$20.2K - $23.6K
|
24.9K
$469K
|
|
|
Apr 24, 2023
Q1 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
1.21K+ 0.32% |
$19.4K - $22.7K
|
378K
$7.13M
|
|
|
May 02, 2023
Q1 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
942+ 3.41% |
$15.2K - $17.7K
|
28.6K
$539K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
600+ 5.45% |
$9.66K - $11.3K
|
11.6K
$219K
|
|
|
Apr 27, 2023
Q1 2023
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
522+ 0.46% |
$8.4K - $9.83K
|
114K
$2.15M
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
521+ 0.56% |
$8.39K - $9.82K
|
94K
$1.77M
|
|
|
May 15, 2023
Q1 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
451+ 1.37% |
$7.26K - $8.5K
|
33.5K
$631K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
261+ 9.1% |
$4.2K - $4.92K
|
3.13K
$59K
|
|
|
May 04, 2023
Q1 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
251+ 2.05% |
$4.04K - $4.73K
|
12.5K
$236K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
93New |
$1.5K - $1.75K
|
93
$1.75K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
63+ 0.76% |
$1.01K - $1.19K
|
8.34K
$157K
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
24+ 0.08% |
$386 - $452
|
30.2K
$569K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
20+ 0.43% |
$322 - $377
|
4.67K
$88.1K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
9+ 0.02% |
$145 - $170
|
42.9K
$809K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5+ 0.1% |
$80.5 - $94.2
|
4.94K
$93.1K
|
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-1- 4.55% |
$16.1 - $18.8
|
21
$396
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-27- 0.08% |
$435 - $509
|
32.9K
$620K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-89- 6.86% |
$1.43K - $1.68K
|
1.21K
$22.8K
|
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-159- 1.12% |
$2.56K - $3K
|
14.1K
$266K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-257- 24.31% |
$4.14K - $4.84K
|
800
$15.1K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-257- 24.31% |
$4.14K - $4.84K
|
800
$15.1K
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-361- 2.21% |
$5.81K - $6.8K
|
16K
$301K
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-500- 20.0% |
$8.05K - $9.42K
|
2K
$37.7K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-972- 0.21% |
$15.6K - $18.3K
|
466K
$8.79M
|