Purchases and Sales Made in Q2 2024 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 2024. 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 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
1.99M+ 1585.04% |
$35.7M - $36.7M
|
2.12M
$39.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
446KNew |
$7.99M - $8.22M
|
446K
$8.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
354K+ 14.26% |
$6.34M - $6.52M
|
2.84M
$53.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
109K+ 8.5% |
$1.95M - $2M
|
1.39M
$26.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
106K+ 387.84% |
$1.9M - $1.96M
|
134K
$2.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
105K+ 2.38% |
$1.88M - $1.94M
|
4.52M
$85.2M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
79.3KNew |
$1.42M - $1.46M
|
79.3K
$1.49M
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
72KNew |
$1.29M - $1.33M
|
72K
$1.36M
|
|
|
Aug 02, 2024
Q2 2024
|
Win Advisors, Inc
|
BUY
|
- |
62.8KNew |
$1.12M - $1.16M
|
62.8K
$1.18M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
53.3KNew |
$955K - $983K
|
53.3K
$1M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
34.9K+ 1.15% |
$625K - $643K
|
3.08M
$58.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
34.5KNew |
$619K - $636K
|
34.5K
$651K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
32K+ 8.8% |
$574K - $591K
|
396K
$7.46M
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
31.3KNew |
$561K - $577K
|
31.3K
$590K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
30.5K+ 4.16% |
$547K - $563K
|
764K
$14.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
27.4K+ 49.64% |
$491K - $505K
|
82.6K
$1.56M
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
24.3KNew |
$436K - $449K
|
24.3K
$459K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
20.4K+ 39.84% |
$366K - $377K
|
71.7K
$1.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
20.4K+ 10.15% |
$364K - $375K
|
221K
$4.16M
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
18.8K+ 13.72% |
$337K - $347K
|
156K
$2.94M
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
17.5KNew |
$313K - $322K
|
17.5K
$330K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
16.9KNew |
$303K - $312K
|
16.9K
$319K
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
16K+ 6.5% |
$287K - $295K
|
262K
$4.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.8KNew |
$282K - $291K
|
15.8K
$297K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
14.8K+ 24.75% |
$265K - $272K
|
74.5K
$1.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
14K+ 36.02% |
$251K - $258K
|
52.9K
$998K
|
|
|
Jul 29, 2024
Q2 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
13.8K+ 0.65% |
$247K - $254K
|
2.12M
$39.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
13.7KNew |
$245K - $252K
|
13.7K
$257K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
13.6K+ 27.82% |
$244K - $251K
|
62.6K
$1.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13.4K+ 5.73% |
$239K - $246K
|
247K
$4.64M
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
12.6K+ 314.76% |
$226K - $233K
|
16.6K
$313K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
12.1K+ 32.38% |
$217K - $224K
|
49.6K
$934K
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
12.1KNew |
$216K - $222K
|
12.1K
$227K
|
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
12K+ 5.5% |
$215K - $221K
|
230K
$4.33M
|
|
|
Jul 31, 2024
Q2 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
11.9KNew |
$214K - $220K
|
11.9K
$225K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
11.3K+ 1.28% |
$202K - $208K
|
894K
$16.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10.4K+ 13.26% |
$185K - $191K
|
88.4K
$1.67M
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
10.1KNew |
$180K - $185K
|
10.1K
$189K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10KNew |
$179K - $184K
|
10K
$188K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
9.78K+ 7.13% |
$175K - $180K
|
147K
$2.77M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
8.54KNew |
$153K - $157K
|
8.54K
$161K
|
|
|
Jul 25, 2024
Q2 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
7.97K+ 3.48% |
$143K - $147K
|
237K
$4.47M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.32K+ 5.69% |
$113K - $116K
|
117K
$2.21M
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6.29K+ 45.18% |
$113K - $116K
|
20.2K
$381K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
5.58K+ 12.02% |
$99.8K - $103K
|
52K
$979K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
5.34K+ 14.86% |
$95.6K - $98.4K
|
41.3K
$778K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.19K+ 12.74% |
$93K - $95.7K
|
45.9K
$866K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
5KNew |
$89.6K - $92.2K
|
5K
$94.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.98K+ 34.37% |
$89.2K - $91.8K
|
19.5K
$367K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.82K+ 82.87% |
$86.4K - $88.9K
|
10.6K
$201K
|