Purchases and Sales Made in Q2 2022 in First Tr ETF Iii Instl Pfd Sec (FPEI)

FPEI Quotes by TradingView

This table provides information about the institutional ownership of First Tr ETF Iii Instl Pfd Sec (FPEI) during Q2 2022. 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
Jul 25, 2022 Q2 2022
Walker Asset Management, LLC

BUY
 -
10.3M
+ 5937.4%
$183M - $201M
10.5M $196M
Aug 15, 2022 Q2 2022
Morgan Stanley

New York, NY
BUY
 -
1.89M
+ 60.71%
$33.5M - $36.8M
5M $93.3M
Oct 27, 2022 Q2 2022
Morgan Stanley

New York, NY
BUY
 -
1.89M
+ 60.71%
$33.5M - $36.8M
5M $93.3M
Aug 10, 2022 Q2 2022
Ubs Group Ag

BUY
 -
1.53M
+ 126.95%
$27M - $29.7M
2.73M $50.9M
Aug 01, 2022 Q2 2022
Essex LLC

BUY
 -
292K
+ 41.0%
$5.17M - $5.68M
1M $18.7M
Jul 28, 2022 Q2 2022
Shelton Wealth Management, LLC

BUY
 -
278K
New
$4.93M - $5.41M
278K $5.19M
Aug 12, 2022 Q2 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
251K
+ 61.16%
$4.45M - $4.89M
661K $12.3M
Aug 15, 2022 Q2 2022
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
138K
+ 208.7%
$2.45M - $2.69M
205K $3.81M
Aug 04, 2022 Q2 2022
Platform Technology Partners

BUY
 -
136K
New
$2.4M - $2.64M
136K $2.53M
Jul 27, 2022 Q2 2022
Adamsbrown Wealth Consultants LLC

BUY
 -
93.7K
+ 28.5%
$1.66M - $1.82M
423K $7.88M
Sep 06, 2022 Q2 2022
Ifp Advisors, Inc

BUY
 -
75.4K
New
$1.34M - $1.47M
75.4K $1.41M
Aug 12, 2022 Q2 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
71.5K
+ 13.12%
$1.27M - $1.39M
616K $11.5M
Aug 15, 2022 Q2 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
65.4K
New
$1.16M - $1.27M
65.4K $1.22M
Jan 27, 2023 Q2 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
65.4K
New
$1.16M - $1.27M
65.4K $1.22M
Aug 12, 2022 Q2 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
59.2K
+ 2.68%
$1.05M - $1.15M
2.27M $42.4M
Aug 15, 2022 Q2 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
58.4K
+ 16.39%
$1.03M - $1.14M
414K $7.73M
Aug 03, 2022 Q2 2022
Envestnet Asset Management Inc

BUY
 -
57.2K
+ 38.06%
$1.01M - $1.11M
208K $3.87M
Jul 22, 2022 Q2 2022
Truist Financial Corp

BUY
 -
41.1K
+ 124.1%
$728K - $799K
74.2K $1.38M
Aug 15, 2022 Q2 2022
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
40.9K
+ 172.58%
$724K - $796K
64.6K $1.2M
Aug 12, 2022 Q2 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
33.4K
+ 13.24%
$593K - $651K
286K $5.33M
Aug 01, 2022 Q2 2022
Wespac Advisors, LLC

BUY
 -
32.3K
+ 59.69%
$572K - $629K
86.4K $1.61M
Jul 15, 2022 Q2 2022
Smith Chas P & Associates Pa Cpas

BUY
 -
29.3K
New
$519K - $570K
29.3K $546K
Aug 09, 2022 Q2 2022
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
26K
New
$460K - $505K
26K $484K
Aug 02, 2022 Q2 2022
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
19.2K
+ 45.6%
$340K - $374K
61.3K $1.14M
Aug 15, 2022 Q2 2022
Harbour Investments, Inc.

Madison, WI
BUY
 -
18.1K
+ 188.24%
$321K - $353K
27.8K $518K
Aug 01, 2022 Q2 2022
Crumly & Associates Inc.

BUY
 -
15.7K
+ 19.13%
$279K - $306K
98.1K $1.83M
Jul 26, 2022 Q2 2022
Prw Wealth Management LLC

BUY
 -
15.6K
New
$276K - $303K
15.6K $290K
Jul 26, 2022 Q2 2022
Bouchey Financial Group LTD

BUY
 -
15.6K
New
$276K - $303K
15.6K $290K
Jul 28, 2022 Q2 2022
Greatmark Investment Partners, Inc.

BUY
 -
12.9K
New
$228K - $251K
12.9K $240K
Aug 12, 2022 Q2 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
12.5K
+ 20.89%
$221K - $243K
72.2K $1.35M
Aug 04, 2022 Q2 2022
United Capital Management Of Ks, Inc.

BUY
 -
6.74K
+ 3.43%
$119K - $131K
203K $3.78M
Aug 10, 2022 Q2 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
6.27K
+ 2.69%
$111K - $122K
239K $4.46M
Jul 13, 2022 Q2 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
5.13K
+ 6.96%
$90.9K - $99.8K
78.8K $1.47M
Aug 12, 2022 Q2 2022
First Trust Advisors LP

Wheaton, IL
BUY
 -
3.28K
+ 1.27%
$58.2K - $63.9K
262K $4.88M
Aug 02, 2022 Q2 2022
First Horizon Advisors, Inc.

BUY
 -
2.72K
New
$48.1K - $52.8K
2.72K $50.6K
Aug 05, 2022 Q2 2022
Forum Private Client Group LLC

BUY
 -
2.55K
+ 9.13%
$45.2K - $49.7K
30.5K $569K
Aug 03, 2022 Q2 2022
Darwin Advisors, LLC

BUY
 -
2.32K
+ 21.74%
$41.2K - $45.2K
13K $243K
Aug 11, 2022 Q2 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
1.89K
+ 17.6%
$33.5K - $36.8K
12.6K $236K
Aug 12, 2022 Q2 2022
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
1.84K
+ 9.76%
$32.7K - $35.9K
20.7K $387K
Jul 18, 2022 Q2 2022
Wealth Care Investment Partners, LLC

BUY
 -
1.53K
+ 14.38%
$27.1K - $29.8K
12.2K $227K
Jul 27, 2022 Q2 2022
Csenge Advisory Group

BUY
 -
1.36K
+ 5.33%
$24.1K - $26.4K
26.9K $501K
Aug 15, 2022 Q2 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
1.2K
+ 7.7%
$21.3K - $23.4K
16.8K $313K
Jul 12, 2022 Q2 2022
Koshinski Asset Management, Inc.

BUY
 -
1.12K
+ 1.43%
$19.9K - $21.9K
79.4K $1.48M
Sep 16, 2022 Q2 2022
Private Trust CO Na

BUY
 -
745
New
$13.2K - $14.5K
745 $13.9K
Aug 12, 2022 Q2 2022
Smith, Moore & Co.

Clayton, MO
BUY
 -
400
+ 2.92%
$7.09K - $7.78K
14.1K $263K
Jul 22, 2022 Q2 2022
Geneos Wealth Management Inc.

BUY
 -
200
+ 46.08%
$3.54K - $3.89K
634 $11.8K
Aug 12, 2022 Q2 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
152
+ 16.67%
$2.69K - $2.96K
1.06K $19.8K
Aug 12, 2022 Q2 2022
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
54
New
$957 - $1.05K
54 $1.01K
Aug 18, 2022 Q2 2022
New Millennium Group LLC

Sandy, UT
BUY
 -
27
New
$478 - $525
27 $504

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