Purchases and Sales Made in Q2 2022 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 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 20, 2022
Q2 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
1New |
$17.7 - $19.5
|
1
$18.7
|
|
Jul 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
1+ 0.07% |
$17.7 - $19.5
|
1.48K
$27.6K
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-28- 0.16% |
$496 - $545
|
17.2K
$320K
|
|
Aug 01, 2022
Q2 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-39- 0.16% |
$691 - $759
|
24.8K
$462K
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-100- 0.86% |
$1.77K - $1.95K
|
11.6K
$216K
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-135- 0.18% |
$2.39K - $2.63K
|
76.6K
$1.43M
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-343- 1.12% |
$6.08K - $6.67K
|
30.3K
$564K
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-536- 0.58% |
$9.5K - $10.4K
|
92K
$1.72M
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-558Closed |
$9.89K - $10.9K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
SELL
|
- |
-597- 5.54% |
$10.6K - $11.6K
|
10.2K
$190K
|
|
Jul 20, 2022
Q2 2022
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-740- 0.18% |
$13.1K - $14.4K
|
417K
$7.78M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-800- 6.91% |
$14.2K - $15.6K
|
10.8K
$201K
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-857- 3.86% |
$15.2K - $16.7K
|
21.4K
$398K
|
|
Jul 28, 2022
Q2 2022
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-927- 2.92% |
$16.4K - $18K
|
30.8K
$575K
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.06K- 23.62% |
$18.7K - $20.5K
|
3.41K
$63.6K
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.21K- 13.28% |
$21.5K - $23.6K
|
7.91K
$148K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.31K- 2.47% |
$23.3K - $25.6K
|
51.8K
$967K
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.36K- 4.99% |
$24.1K - $26.5K
|
25.9K
$484K
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.99K- 2.38% |
$35.3K - $38.8K
|
81.6K
$1.52M
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.1KClosed |
$37.2K - $40.9K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-2.15K- 2.1% |
$38.1K - $41.9K
|
100K
$1.87M
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.33KClosed |
$41.2K - $45.2K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.71KClosed |
$48K - $52.8K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.77K- 18.35% |
$49.1K - $53.9K
|
12.3K
$230K
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-4.34K- 28.68% |
$76.8K - $84.4K
|
10.8K
$201K
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.01K- 26.69% |
$88.8K - $97.5K
|
13.8K
$257K
|
|
Jul 13, 2022
Q2 2022
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-5.25K- 3.17% |
$93K - $102K
|
160K
$2.99M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.12K- 29.88% |
$108K - $119K
|
14.4K
$268K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-6.13K- 96.58% |
$109K - $119K
|
217
$4.05K
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-6.74K- 11.49% |
$119K - $131K
|
51.9K
$968K
|
|
Aug 15, 2022
Q2 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-7.21K- 2.7% |
$128K - $140K
|
259K
$4.84M
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-7.98K- 26.44% |
$141K - $155K
|
22.2K
$414K
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-10KClosed |
$177K - $195K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-11K- 23.41% |
$195K - $214K
|
35.9K
$670K
|
|
Aug 04, 2022
Q2 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-13.2K- 11.86% |
$235K - $258K
|
98.4K
$1.84M
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-14.4K- 47.99% |
$256K - $281K
|
15.6K
$292K
|
|
Aug 12, 2022
Q2 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-15.6K- 16.64% |
$277K - $304K
|
78.4K
$1.46M
|
|
Aug 11, 2022
Q2 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-16.9K- 87.11% |
$299K - $329K
|
2.5K
$46.6K
|
|
Jul 08, 2022
Q2 2022
|
Qp Wealth Management, LLC
|
SELL
|
- |
-17.6K- 7.29% |
$313K - $343K
|
224K
$4.19M
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-17.9K- 56.07% |
$317K - $348K
|
14K
$261K
|
|
Jul 29, 2022
Q2 2022
|
1776 Wealth LLC
|
SELL
|
- |
-25.4K- 14.71% |
$450K - $494K
|
147K
$2.74M
|
|
Jul 25, 2022
Q2 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-28.8KClosed |
$510K - $560K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-30.2K- 98.69% |
$534K - $587K
|
400
$7.46K
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-31.7K- 49.89% |
$563K - $618K
|
31.9K
$595K
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-50.4K- 30.46% |
$893K - $981K
|
115K
$2.15M
|
|
Aug 08, 2022
Q2 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-50.7K- 10.87% |
$899K - $987K
|
416K
$7.76M
|
|
Jul 19, 2022
Q2 2022
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-60.1K- 65.37% |
$1.06M - $1.17M
|
31.8K
$594K
|
|
Aug 03, 2022
Q2 2022
|
Peterson Wealth Management
|
SELL
|
- |
-65.3K- 18.29% |
$1.16M - $1.27M
|
292K
$5.44M
|
|
Jul 22, 2022
Q2 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-70K- 20.22% |
$1.24M - $1.36M
|
276K
$5.15M
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-75.4KClosed |
$1.34M - $1.47M
|
0
$0
|