Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
1.04M+ 16.13% |
$18.3M - $18.9M
|
7.46M
$139M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
858K+ 274.88% |
$15.2M - $15.7M
|
1.17M
$21.8M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
427K+ 50.02% |
$7.55M - $7.79M
|
1.28M
$23.9M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
342K+ 1529.86% |
$6.05M - $6.24M
|
364K
$6.79M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
263K+ 172.27% |
$4.66M - $4.81M
|
416K
$7.76M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
240K+ 5.74% |
$4.24M - $4.38M
|
4.42M
$82.4M
|
|
|
May 01, 2024
Q1 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
229KNew |
$4.06M - $4.18M
|
229K
$4.27M
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
229KNew |
$4.05M - $4.18M
|
229K
$4.26M
|
|
|
Apr 15, 2024
Q1 2024
|
G&S Capital LLC
|
BUY
|
- |
187KNew |
$3.31M - $3.41M
|
187K
$3.49M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
135K+ 28.31% |
$2.39M - $2.46M
|
612K
$11.4M
|
|
|
May 09, 2024
Q1 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
109KNew |
$1.93M - $2M
|
109K
$2.04M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
106K+ 116.83% |
$1.88M - $1.94M
|
197K
$3.67M
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
94.8K+ 76.89% |
$1.68M - $1.73M
|
218K
$4.07M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
94.2KNew |
$1.67M - $1.72M
|
94.2K
$1.76M
|
|
|
Apr 25, 2024
Q1 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
74.1K+ 3.65% |
$1.31M - $1.35M
|
2.1M
$39.2M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
72.1K+ 0.62% |
$1.28M - $1.32M
|
11.7M
$218M
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
68.4K+ 157.83% |
$1.21M - $1.25M
|
112K
$2.08M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
59.7KNew |
$1.06M - $1.09M
|
59.7K
$1.11M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
56.7K+ 7.79% |
$1M - $1.04M
|
785K
$14.6M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
56.3K+ 8.31% |
$996K - $1.03M
|
734K
$13.7M
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
55.2KNew |
$977K - $1.01M
|
55.2K
$1.03M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
50.7K+ 9538.53% |
$898K - $927K
|
51.3K
$956K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
49.6K+ 5.95% |
$878K - $906K
|
883K
$16.5M
|
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
41K+ 18.12% |
$726K - $749K
|
267K
$4.99M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
40.1K+ 38.35% |
$710K - $732K
|
145K
$2.7M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
40K+ 7.23% |
$708K - $730K
|
593K
$11.1M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
37.6K+ 96.99% |
$666K - $687K
|
76.4K
$1.43M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
34.9K+ 305.28% |
$619K - $638K
|
46.4K
$865K
|
|
|
May 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
34.3KNew |
$606K - $626K
|
34.3K
$639K
|
|
|
Apr 10, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
32.8KNew |
$581K - $600K
|
32.8K
$613K
|
|
|
Apr 30, 2024
Q1 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
31.1K+ 5.31% |
$551K - $568K
|
617K
$11.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
28.5K+ 57.56% |
$505K - $521K
|
78.1K
$1.46M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
27.3KNew |
$483K - $498K
|
27.3K
$509K
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
26.6K+ 12.09% |
$470K - $485K
|
246K
$4.59M
|
|
|
May 14, 2024
Q1 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
23.6K+ 13.77% |
$418K - $431K
|
195K
$3.64M
|
|
|
Apr 17, 2024
Q1 2024
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
22.1K+ 100.0% |
$390K - $403K
|
44.1K
$823K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
21.9KNew |
$388K - $400K
|
21.9K
$409K
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
20.8K+ 5.35% |
$369K - $380K
|
410K
$7.65M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
19.3K+ 3.89% |
$341K - $352K
|
515K
$9.61M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
18.2K+ 87.79% |
$322K - $332K
|
38.9K
$726K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
18.1K+ 19.44% |
$320K - $330K
|
111K
$2.07M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
16.7K+ 9.07% |
$295K - $304K
|
200K
$3.74M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
16.6K+ 13.79% |
$294K - $304K
|
137K
$2.56M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
16.1K+ 29.2% |
$286K - $295K
|
71.4K
$1.33M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
16K+ 62.76% |
$283K - $292K
|
41.5K
$773K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
15.6K+ 13.29% |
$277K - $286K
|
133K
$2.49M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
14.8KNew |
$261K - $270K
|
14.8K
$275K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
14.5KNew |
$257K - $265K
|
14.5K
$270K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
14.4K+ 41.71% |
$255K - $263K
|
48.9K
$913K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
13.9KNew |
$246K - $254K
|
13.9K
$260K
|