Purchases and Sales Made in Q1 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
8.41K+ 11.95% |
$156K - $159K
|
78.7K
$1.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.68K+ 44.94% |
$142K - $145K
|
24.8K
$471K
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
BUY
|
- |
6.58K+ 10.78% |
$122K - $124K
|
67.6K
$1.28M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
6.42K+ 13.03% |
$119K - $121K
|
55.6K
$1.06M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
6.31K+ 4.07% |
$117K - $119K
|
161K
$3.07M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6.17K+ 35.99% |
$114K - $116K
|
23.3K
$443K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
5.15K+ 3.22% |
$95.4K - $97.2K
|
165K
$3.14M
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
4.77K+ 7.29% |
$88.4K - $90.1K
|
70.2K
$1.34M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.34K+ 13.77% |
$80.4K - $81.9K
|
35.8K
$681K
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
3.87K+ 1.53% |
$71.8K - $73.1K
|
257K
$4.88M
|
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
3.82K+ 3.2% |
$70.8K - $72.1K
|
123K
$2.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.65KNew |
$67.6K - $68.9K
|
3.65K
$69.4K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
3.59K+ 7.58% |
$66.5K - $67.7K
|
50.9K
$967K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
3.49K+ 12.48% |
$64.7K - $65.9K
|
31.5K
$599K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
3.47K+ 2.38% |
$64.3K - $65.5K
|
149K
$2.83M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
3.42K+ 0.81% |
$63.5K - $64.6K
|
426K
$8.1M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.12K+ 14.03% |
$57.8K - $58.9K
|
25.4K
$482K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3.1K+ 20.85% |
$57.4K - $58.4K
|
17.9K
$341K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
2.48K+ 3.3% |
$45.9K - $46.8K
|
77.6K
$1.48M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.18K+ 15.8% |
$40.3K - $41.1K
|
15.9K
$303K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.11K+ 3.71% |
$39K - $39.8K
|
58.9K
$1.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.91K+ 126.88% |
$35.4K - $36K
|
3.41K
$64.9K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.84KNew |
$34K - $34.6K
|
1.84K
$34.9K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.79K+ 4.97% |
$33.2K - $33.8K
|
37.8K
$719K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.33K+ 1.65% |
$24.7K - $25.2K
|
82.3K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.14K+ 2.11% |
$21K - $21.4K
|
55K
$1.05M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.12K+ 2.55% |
$20.7K - $21.1K
|
44.9K
$854K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.09K+ 1.23% |
$20.2K - $20.6K
|
90.2K
$1.72M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
927+ 1.48% |
$17.2K - $17.5K
|
63.5K
$1.21M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
917+ 1.75% |
$17K - $17.3K
|
53.2K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
809+ 3.07% |
$15K - $15.3K
|
27.1K
$516K
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
742+ 4.06% |
$13.8K - $14K
|
19K
$362K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
495+ 0.67% |
$9.18K - $9.35K
|
74.2K
$1.41M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
439+ 2.45% |
$8.14K - $8.29K
|
18.4K
$350K
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
373+ 0.77% |
$6.92K - $7.04K
|
49K
$932K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
368+ 40.53% |
$6.82K - $6.95K
|
1.28K
$24.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
355New |
$6.58K - $6.7K
|
355
$6.75K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
348+ 29.54% |
$6.45K - $6.57K
|
1.53K
$29K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
304+ 0.41% |
$5.64K - $5.74K
|
74.8K
$1.42M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
251+ 1.26% |
$4.65K - $4.74K
|
20.2K
$385K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
182+ 0.28% |
$3.37K - $3.44K
|
64.9K
$1.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
147+ 1.41% |
$2.73K - $2.78K
|
10.6K
$201K
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
121+ 0.33% |
$2.24K - $2.28K
|
36.3K
$691K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
77+ 0.72% |
$1.43K - $1.45K
|
10.8K
$206K
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
33+ 0.27% |
$612 - $623
|
12.3K
$233K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
8+ 1.41% |
$148 - $151
|
574
$10.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
2+ 0.02% |
$37.1 - $37.8
|
11.8K
$224K
|
|
|
May 05, 2025
Q1 2025
|
1776 Wealth LLC
|
SELL
|
- |
-22- 0.01% |
$408 - $415
|
152K
$2.89M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-88- 3.93% |
$1.63K - $1.66K
|
2.15K
$41K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-155- 0.99% |
$2.87K - $2.93K
|
15.6K
$296K
|