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 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-580- 1.4% |
$10.4K - $10.7K
|
40.9K
$771K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-690- 37.42% |
$12.4K - $12.7K
|
1.15K
$21.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-701- 5.62% |
$12.6K - $12.9K
|
11.8K
$222K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-799- 3.65% |
$14.3K - $14.7K
|
21.1K
$398K
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.08K- 0.97% |
$19.4K - $19.9K
|
111K
$2.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.21K- 4.74% |
$21.7K - $22.4K
|
24.4K
$460K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.31K- 1.57% |
$23.5K - $24.2K
|
82.5K
$1.55M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.32K- 1.73% |
$23.7K - $24.4K
|
75.1K
$1.42M
|
|
|
Jul 23, 2024
Q2 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1.35K- 9.71% |
$24.2K - $24.9K
|
12.6K
$237K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.66K- 7.72% |
$29.7K - $30.6K
|
19.8K
$374K
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.81K- 0.44% |
$32.5K - $33.4K
|
408K
$7.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.7K- 25.4% |
$48.4K - $49.8K
|
7.93K
$149K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.7K- 15.95% |
$48.4K - $49.8K
|
14.3K
$269K
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-3.03K- 6.38% |
$54.2K - $55.8K
|
44.4K
$838K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-3.83K- 40.93% |
$68.5K - $70.5K
|
5.52K
$104K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.89K- 7.04% |
$69.6K - $71.6K
|
51.3K
$967K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.97K- 0.77% |
$71.2K - $73.2K
|
511K
$9.63M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.01K- 7.03% |
$71.8K - $73.9K
|
53K
$999K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.68K- 82.25% |
$83.8K - $86.3K
|
1.01K
$19K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.86K- 5.59% |
$87K - $89.6K
|
82K
$1.55M
|
|
|
Jul 30, 2024
Q2 2024
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-5.31K- 7.76% |
$95.1K - $97.9K
|
63.2K
$1.19M
|
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-5.66K- 2.12% |
$101K - $104K
|
262K
$4.93M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-5.9K- 33.81% |
$106K - $109K
|
11.6K
$218K
|
|
|
Aug 02, 2024
Q2 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-6.17K- 0.63% |
$110K - $114K
|
974K
$18.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Essex LLC
|
SELL
|
- |
-6.41K- 0.72% |
$115K - $118K
|
884K
$16.7M
|
|
|
Aug 13, 2024
Q2 2024
|
1776 Wealth LLC
|
SELL
|
- |
-6.42K- 3.84% |
$115K - $118K
|
161K
$3.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.72K- 1.26% |
$138K - $142K
|
604K
$11.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.88K- 37.01% |
$141K - $145K
|
13.4K
$253K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-7.89K- 26.33% |
$141K - $145K
|
22.1K
$416K
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-7.99K- 4.82% |
$143K - $147K
|
158K
$2.97M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.86K- 3.46% |
$159K - $163K
|
248K
$4.67M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-12.7K- 1.61% |
$227K - $233K
|
772K
$14.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-14.2K- 92.53% |
$255K - $262K
|
1.15K
$21.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-14.8K- 7.59% |
$265K - $273K
|
180K
$3.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
SELL
|
- |
-18.2K- 16.81% |
$325K - $335K
|
89.8K
$1.69M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-27K- 49.74% |
$483K - $497K
|
27.3K
$514K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-30.5K- 37.21% |
$546K - $562K
|
51.5K
$970K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-44.4K- 79.87% |
$795K - $818K
|
11.2K
$211K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-52.3K- 53.34% |
$937K - $964K
|
45.8K
$863K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-72.1K- 0.62% |
$1.29M - $1.33M
|
11.6M
$219M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-72.1K- 0.62% |
$1.29M - $1.33M
|
11.6M
$219M
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-78.1K- 51.94% |
$1.4M - $1.44M
|
72.3K
$1.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-91.4K- 1.22% |
$1.64M - $1.68M
|
7.37M
$139M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-121K- 25.73% |
$2.17M - $2.23M
|
349K
$6.59M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-480K- 80.92% |
$8.59M - $8.84M
|
113K
$2.13M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-623K- 79.07% |
$11.1M - $11.5M
|
165K
$3.11M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-625K- 66.93% |
$11.2M - $11.5M
|
309K
$5.82M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-861K- 73.6% |
$15.4M - $15.9M
|
309K
$5.82M
|