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 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.32K- 5.67% |
$21.2K - $24.8K
|
21.9K
$413K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.85K- 3.62% |
$29.7K - $34.8K
|
49.2K
$927K
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.54K- 15.03% |
$40.9K - $47.9K
|
14.4K
$271K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.29K- 2.53% |
$53K - $62K
|
127K
$2.39M
|
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-3.45K- 13.62% |
$55.5K - $65K
|
21.9K
$412K
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-3.45K- 6.07% |
$55.6K - $65K
|
53.4K
$1.01M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.48K- 12.68% |
$56K - $65.5K
|
23.9K
$451K
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-3.88K- 8.35% |
$62.4K - $73K
|
42.5K
$801K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4.29K- 8.67% |
$69K - $80.7K
|
45.2K
$851K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-5.37K- 79.66% |
$86.4K - $101K
|
1.37K
$25.8K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.53K- 7.22% |
$89K - $104K
|
71K
$1.34M
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-5.98K- 21.88% |
$96.2K - $113K
|
21.3K
$402K
|
|
|
Apr 11, 2023
Q1 2023
|
Walker Asset Management, LLC
|
SELL
|
- |
-7.5K- 5.8% |
$121K - $141K
|
122K
$2.29M
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-9.61K- 46.41% |
$155K - $181K
|
11.1K
$209K
|
|
|
Apr 18, 2023
Q1 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-14.4KClosed |
$231K - $270K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-14.4K- 57.54% |
$232K - $271K
|
10.6K
$200K
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-17.1K- 37.45% |
$275K - $322K
|
28.5K
$538K
|
|
|
Apr 04, 2023
Q1 2023
|
Platform Technology Partners
|
SELL
|
- |
-18.3K- 11.77% |
$294K - $344K
|
137K
$2.58M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-18.9K- 99.58% |
$305K - $357K
|
80
$1.51K
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
SELL
|
- |
-20.5K- 2.91% |
$330K - $387K
|
685K
$12.9M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-20.7K- 6.82% |
$333K - $389K
|
282K
$5.32M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-27.6K- 6.22% |
$445K - $520K
|
416K
$7.84M
|
|
|
Apr 28, 2023
Q1 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-28.6K- 30.05% |
$461K - $539K
|
66.6K
$1.26M
|
|
|
Apr 13, 2023
Q1 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-30.6K- 12.35% |
$493K - $576K
|
217K
$4.09M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-40.5K- 48.16% |
$653K - $764K
|
43.6K
$822K
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-41.8K- 71.78% |
$672K - $787K
|
16.4K
$310K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-53K- 58.09% |
$853K - $998K
|
38.2K
$721K
|
|
|
Aug 17, 2023
Q1 2023
|
Peterson Wealth Management
|
SELL
|
- |
-60.1K- 19.7% |
$967K - $1.13M
|
245K
$4.61M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-66.4K- 48.18% |
$1.07M - $1.25M
|
71.4K
$1.35M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-71.1K- 73.85% |
$1.15M - $1.34M
|
25.2K
$475K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-75.2K- 12.19% |
$1.21M - $1.42M
|
542K
$10.2M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-320K- 95.57% |
$5.15M - $6.03M
|
14.8K
$280K
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-323K- 57.59% |
$5.2M - $6.08M
|
238K
$4.48M
|