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
Jul 19, 2023 Q2 2023
Magnus Financial Group LLC

New York, NY
BUY
 -
4.66K
+ 1.33%
$76.5K - $79.2K
356K $6.64M
Aug 15, 2023 Q2 2023
Benjamin Edwards Inc

Clayton, MO
BUY
 -
4.12K
New
$67.7K - $70K
4.12K $76.8K
Jul 18, 2023 Q2 2023
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
3.57K
+ 24.85%
$58.7K - $60.7K
17.9K $335K
Aug 08, 2023 Q2 2023
Jacobi Capital Management LLC

BUY
 -
3.16K
+ 19.78%
$51.9K - $53.7K
19.1K $357K
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

BUY
 -
2.75K
+ 7.2%
$45.2K - $46.8K
41K $765K
Aug 11, 2023 Q2 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
2.4K
+ 17.02%
$39.4K - $40.8K
16.5K $308K
Jul 18, 2023 Q2 2023
Stratos Wealth Partners, Ltd.

BUY
 -
2.18K
+ 5.01%
$35.9K - $37.1K
45.8K $854K
Aug 07, 2023 Q2 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
2.16K
+ 3.37%
$35.5K - $36.7K
66.3K $1.24M
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

BUY
 -
2.15K
+ 5.61%
$35.3K - $36.5K
40.5K $755K
Jul 25, 2023 Q2 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
1.95K
+ 8.14%
$32K - $33.1K
25.9K $483K
Jul 14, 2023 Q2 2023
Cherry Creek Investment Advisors, Inc.

BUY
 -
1.7K
+ 0.45%
$27.9K - $28.8K
380K $7.08M
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
1.58K
New
$26K - $26.9K
1.58K $29.5K
Jul 28, 2023 Q2 2023
Private Trust CO Na

BUY
 -
1.55K
+ 19.21%
$25.5K - $26.3K
9.62K $179K
Jul 13, 2023 Q2 2023
Family Investment Center, Inc.

Saint Joseph, MO
BUY
 -
1.51K
+ 6.08%
$24.9K - $25.7K
26.4K $492K
Aug 02, 2023 Q2 2023
Forum Private Client Group LLC

BUY
 -
1.16K
+ 3.46%
$19K - $19.7K
34.6K $645K
Jul 24, 2023 Q2 2023
Aspire Private Capital, LLC

BUY
 -
876
New
$14.4K - $14.9K
876 $16.3K
Aug 10, 2023 Q2 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
748
+ 1.05%
$12.3K - $12.7K
71.8K $1.34M
Aug 04, 2023 Q2 2023
Lincoln National Corp

BUY
 -
703
+ 2.36%
$11.6K - $11.9K
30.5K $569K
Jul 10, 2023 Q2 2023
Sound Income Strategies, LLC

BUY
 -
575
+ 33.65%
$9.45K - $9.77K
2.28K $42.6K
Aug 04, 2023 Q2 2023
Princeton Global Asset Management LLC

BUY
 -
194
+ 0.21%
$3.19K - $3.3K
94.2K $1.76M
Jul 17, 2023 Q2 2023
Castle Wealth Management LLC

BUY
 -
120
+ 0.96%
$1.97K - $2.04K
12.6K $235K
Jul 28, 2023 Q2 2023
Capital Investment Advisory Services, LLC

BUY
 -
100
+ 7.3%
$1.64K - $1.7K
1.47K $27.4K
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
93
+ 0.84%
$1.53K - $1.58K
11.1K $207K
Jul 24, 2023 Q2 2023
Toth Financial Advisory Corp

BUY
 -
19
+ 1.57%
$312 - $323
1.23K $22.9K
Jul 13, 2023 Q2 2023
Key Client Fiduciary Advisors, LLC

BUY
 -
11
+ 0.05%
$181 - $187
21.9K $408K
Jul 27, 2023 Q2 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
10
+ 0.02%
$164 - $170
42.9K $801K
Aug 03, 2023 Q2 2023
New Millennium Group LLC

Sandy, UT
SELL
 -
-1
- 4.76%
$16.4 - $17
20 $373
Jul 25, 2023 Q2 2023
Raleigh Capital Management Inc.

Cary, NC
SELL
 -
-69
- 2.2%
$1.13K - $1.17K
3.06K $57.1K
Jul 12, 2023 Q2 2023
Adamsbrown Wealth Consultants LLC

SELL
 -
-207
- 0.04%
$3.4K - $3.52K
547K $10.2M
Apr 22, 2024 Q2 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
SELL
 -
-305
- 0.72%
$5.01K - $5.18K
42.2K $787K
Aug 14, 2023 Q2 2023
Aft, Forsyth & Company, Inc.

SELL
 -
-435
- 1.52%
$7.15K - $7.39K
28.2K $525K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-441
- 8.93%
$7.25K - $7.49K
4.5K $83.9K
Aug 11, 2023 Q2 2023
Stone X Group Inc.

SELL
 -
-471
- 1.64%
$7.74K - $8K
28.3K $527K
Aug 02, 2023 Q2 2023
Wambolt & Associates, LLC

SELL
 -
-589
- 2.69%
$9.68K - $10K
21.3K $397K
Jul 12, 2023 Q2 2023
Platform Technology Partners

SELL
 -
-602
- 0.44%
$9.89K - $10.2K
136K $2.54M
Aug 11, 2023 Q2 2023
Truadvice, LLC

Sarasota, FL
SELL
 -
-670
- 5.6%
$11K - $11.4K
11.3K $211K
Jul 28, 2023 Q2 2023
Wagner Wealth Management, LLC

Greenville, SC
SELL
 -
-679
- 2.25%
$11.2K - $11.5K
29.5K $550K
Jul 17, 2023 Q2 2023
Kcs Wealth Advisory

SELL
 -
-1.07K
- 6.75%
$17.6K - $18.2K
14.8K $276K
Jul 31, 2023 Q2 2023
Black Diamond Wealth Management Inc.

SELL
 -
-1.61K
- 10.63%
$26.5K - $27.4K
13.5K $252K
Aug 08, 2023 Q2 2023
Kestra Private Wealth Services, LLC

SELL
 -
-1.86K
- 8.8%
$30.5K - $31.6K
19.3K $359K
Aug 01, 2023 Q2 2023
Sutton Place Investors LLC

Katonah, NY
SELL
 -
-2.46K
- 2.15%
$40.4K - $41.8K
112K $2.09M
Aug 14, 2023 Q2 2023
Tradition Wealth Management, LLC

SELL
 -
-2.54K
- 5.16%
$41.7K - $43.2K
46.7K $870K
Aug 26, 2024 Q2 2023
World Equity Group, Inc.

Schaumburg, IL
SELL
 -
-2.91K
Closed
$47.7K - $49.4K
0 $0
Aug 14, 2023 Q2 2023
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-2.95K
- 12.92%
$48.4K - $50.1K
19.9K $370K
Jul 10, 2023 Q2 2023
Clarus Wealth Advisors

SELL
 -
-3.19K
- 9.56%
$52.4K - $54.2K
30.2K $563K
Jul 31, 2023 Q2 2023
Mutual Advisors, LLC

Casper, WY
SELL
 -
-7.49K
- 33.5%
$123K - $127K
14.9K $277K
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-8.9K
- 20.83%
$146K - $151K
33.8K $631K
Aug 08, 2023 Q2 2023
Clearwater Capital Advisors, LLC

SELL
 -
-9.44K
- 3.97%
$155K - $160K
228K $4.26M
Jul 28, 2023 Q2 2023
Welch & Forbes LLC

SELL
 -
-10K
- 5.25%
$164K - $170K
181K $3.37M

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