Purchases and Sales Made in Q2 2023 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 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
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-11.8K- 4.13% |
$194K - $201K
|
274K
$5.12M
|
|
|
Aug 04, 2023
Q2 2023
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-12K- 10.54% |
$198K - $204K
|
102K
$1.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-12.3K- 27.74% |
$202K - $209K
|
32K
$597K
|
|
|
Jul 31, 2023
Q2 2023
|
Essex LLC
|
SELL
|
- |
-12.6K- 1.39% |
$207K - $214K
|
891K
$16.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-12.6K- 12.9% |
$208K - $215K
|
85.3K
$1.59M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-13.8K- 94.48% |
$227K - $234K
|
806
$15K
|
|
|
Jul 13, 2023
Q2 2023
|
Walker Asset Management, LLC
|
SELL
|
- |
-14.9K- 12.24% |
$245K - $253K
|
107K
$1.99M
|
|
|
Aug 17, 2023
Q2 2023
|
Peterson Wealth Management
|
SELL
|
- |
-16.2K- 6.62% |
$266K - $275K
|
229K
$4.26M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-16.2K- 26.29% |
$267K - $276K
|
45.5K
$849K
|
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-18.3K- 27.45% |
$300K - $311K
|
48.3K
$901K
|
|
|
Aug 01, 2023
Q2 2023
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-18.5K- 6.13% |
$304K - $314K
|
283K
$5.28M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-19.9K- 3.66% |
$326K - $337K
|
522K
$9.74M
|
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-20.5K- 41.44% |
$337K - $348K
|
29K
$540K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-24.1K- 9.49% |
$396K - $409K
|
230K
$4.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-25K- 35.0% |
$411K - $425K
|
46.4K
$865K
|
|
|
Jul 12, 2023
Q2 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-29.6K- 13.64% |
$486K - $503K
|
187K
$3.5M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-50.8K- 50.1% |
$835K - $864K
|
50.6K
$944K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-52.9K- 34.09% |
$870K - $900K
|
102K
$1.91M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-55.1K- 70.56% |
$905K - $936K
|
23K
$429K
|
|
|
Aug 07, 2023
Q2 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-56.6K- 5.16% |
$930K - $962K
|
1.04M
$19.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-75K- 16.09% |
$1.23M - $1.27M
|
391K
$7.29M
|
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-91.4K- 19.13% |
$1.5M - $1.55M
|
386K
$7.21M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-94.8K- 6.24% |
$1.56M - $1.61M
|
1.43M
$26.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-108K- 96.29% |
$1.78M - $1.84M
|
4.17K
$77.8K
|
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
SELL
|
- |
-117K- 17.06% |
$1.92M - $1.98M
|
568K
$10.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-175K- 7.42% |
$2.87M - $2.97M
|
2.18M
$40.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-184K- 51.3% |
$3.02M - $3.13M
|
175K
$3.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-235K- 92.18% |
$3.86M - $3.99M
|
19.9K
$372K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-323K- 30.59% |
$5.31M - $5.49M
|
734K
$13.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-874K- 97.91% |
$14.4M - $14.8M
|
18.6K
$347K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.14M- 11.74% |
$18.8M - $19.4M
|
8.6M
$160M
|