Purchases and Sales Made in Q2 2023 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 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
Aug 14, 2023 Q2 2023
Jane Street Group, LLC

New York, NY
BUY
 -
1.26M
+ 393.35%
$20.7M - $21.4M
1.58M $29.4M
Aug 11, 2023 Q2 2023
Ubs Group Ag

BUY
 -
1.16M
+ 31.66%
$19M - $19.6M
4.81M $89.6M
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
743K
+ 27.03%
$12.2M - $12.6M
3.49M $65.1M
Aug 02, 2023 Q2 2023
Bank Of Montreal

Toronto, A6
BUY
 -
471K
New
$7.74M - $8.01M
471K $8.79M
Jul 26, 2023 Q2 2023
Janney Montgomery Scott LLC

BUY
 -
441K
+ 399.67%
$7.24M - $7.49M
551K $10.3M
Aug 11, 2023 Q2 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
382K
New
$6.28M - $6.49M
382K $7.13M
Aug 11, 2023 Q2 2023
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
207K
New
$3.41M - $3.53M
207K $3.87M
Jul 28, 2023 Q2 2023
Key F Inancial Inc

BUY
 -
165K
+ 179.82%
$2.72M - $2.81M
257K $4.8M
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
160K
+ 8.26%
$2.64M - $2.73M
2.1M $39.2M
Jul 13, 2023 Q2 2023
Win Advisors, Inc

BUY
 -
127K
New
$2.08M - $2.16M
127K $2.37M
Jul 31, 2023 Q2 2023
Smith Chas P & Associates Pa Cpas

BUY
 -
98.6K
+ 4.67%
$1.62M - $1.67M
2.21M $41.2M
Jul 13, 2023 Q2 2023
Stonebridge Advisors LLC

Wilton, CT
BUY
 -
94.9K
New
$1.56M - $1.61M
94.9K $1.77M
Jul 20, 2023 Q2 2023
Global Retirement Partners, LLC

BUY
 -
90.9K
+ 1945.48%
$1.49M - $1.54M
95.6K $1.78M
Aug 14, 2023 Q2 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
86.9K
+ 79.07%
$1.43M - $1.48M
197K $3.67M
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
79.5K
+ 202.35%
$1.31M - $1.35M
119K $2.22M
Aug 01, 2023 Q2 2023
Truist Financial Corp

BUY
 -
71.7K
+ 25.39%
$1.18M - $1.22M
354K $6.6M
Aug 03, 2023 Q2 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
65.3K
+ 259.15%
$1.07M - $1.11M
90.5K $1.69M
Aug 04, 2023 Q2 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
60.8K
New
$999K - $1.03M
60.8K $1.13M
Aug 09, 2023 Q2 2023
Spire Wealth Management

BUY
 -
46.4K
+ 49879.57%
$762K - $788K
46.5K $867K
Aug 23, 2023 Q2 2023
Dunhill Financial, LLC

London, X0
BUY
 -
39.7K
New
$652K - $675K
39.7K $741K
Aug 09, 2023 Q2 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
38.2K
+ 84.53%
$627K - $649K
83.4K $1.55M
Jul 17, 2023 Q2 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
31.6K
New
$519K - $537K
31.6K $589K
Aug 07, 2023 Q2 2023
Slate Stone Wealth, LLC

BUY
 -
30K
New
$493K - $510K
30K $560K
Aug 11, 2023 Q2 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
29.1K
New
$479K - $495K
29.1K $543K
Aug 09, 2023 Q2 2023
Private Advisor Group, LLC

BUY
 -
28.8K
+ 43.33%
$474K - $490K
95.4K $1.78M
Jul 18, 2023 Q2 2023
Stratos Wealth Advisors, LLC

BUY
 -
28.4K
New
$467K - $483K
28.4K $531K
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

BUY
 -
27.5K
+ 11.44%
$452K - $467K
268K $5M
Aug 14, 2023 Q2 2023
Vista Investment Management

Pittsburgh, PA
BUY
 -
25.2K
+ 25.09%
$415K - $429K
126K $2.35M
Aug 14, 2023 Q2 2023
Wedbush Securities Inc

BUY
 -
22K
+ 48.9%
$362K - $374K
67.1K $1.25M
Jul 28, 2023 Q2 2023
Koshinski Asset Management, Inc.

BUY
 -
21.1K
New
$346K - $358K
21.1K $393K
Aug 09, 2023 Q2 2023
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
17.6K
New
$289K - $299K
17.6K $328K
Aug 09, 2023 Q2 2023
Old Mission Capital LLC

BUY
 -
16.8K
New
$276K - $285K
16.8K $313K
Aug 10, 2023 Q2 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
15.5K
+ 54.15%
$254K - $263K
44K $821K
Jul 17, 2023 Q2 2023
Marshall Financial Group LLC

BUY
 -
13.2K
+ 6.2%
$216K - $224K
226K $4.21M
Sep 11, 2024 Q2 2023
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
13.1K
+ 98.91%
$216K - $223K
26.4K $492K
Aug 01, 2023 Q2 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
13.1K
+ 15.49%
$215K - $223K
97.7K $1.82M
Aug 11, 2023 Q2 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
12.9K
+ 20.31%
$212K - $219K
76.4K $1.43M
Jul 13, 2023 Q2 2023
Qp Wealth Management, LLC

BUY
 -
12.5K
+ 8.29%
$206K - $213K
164K $3.06M
Aug 14, 2023 Q2 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
12.5K
+ 26.45%
$205K - $212K
59.6K $1.11M
Aug 03, 2023 Q2 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
11.9K
+ 34.0%
$195K - $202K
46.8K $873K
Aug 30, 2023 Q2 2023
Western Wealth Management, LLC

BUY
 -
10.7K
+ 62.72%
$175K - $181K
27.7K $516K
Aug 16, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
10.1K
New
$166K - $172K
10.1K $189K
Aug 15, 2023 Q2 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
10K
+ 40.81%
$165K - $171K
34.6K $646K
Aug 11, 2023 Q2 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
9.95K
+ 10.58%
$163K - $169K
104K $1.94M
Aug 15, 2023 Q2 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
7.28K
+ 11.82%
$120K - $124K
68.8K $1.28M
Aug 14, 2023 Q2 2023
First Trust Advisors LP

Wheaton, IL
BUY
 -
6.2K
+ 2.34%
$102K - $105K
271K $5.06M
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
6.04K
+ 4.76%
$99.2K - $103K
133K $2.48M
Aug 15, 2023 Q2 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
5.71K
+ 26.75%
$93.8K - $97K
27.1K $505K
Aug 02, 2023 Q2 2023
1776 Wealth LLC

BUY
 -
4.8K
+ 2.94%
$78.8K - $81.5K
168K $3.14M

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