Purchases and Sales Made in Q2 2025 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 2025. 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 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
841KNew |
$15.1M - $16M
|
841K
$16M
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
202KNew |
$3.64M - $3.84M
|
202K
$3.85M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
96.5K+ 8.67% |
$1.74M - $1.83M
|
1.21M
$23M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
49.3K+ 2.2% |
$886K - $936K
|
2.29M
$43.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
38.7K+ 4.69% |
$696K - $735K
|
863K
$16.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
28.2KNew |
$508K - $536K
|
28.2K
$537K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
28.2K+ 29.05% |
$507K - $535K
|
125K
$2.38M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14K+ 16.6% |
$252K - $266K
|
98.3K
$1.87M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
12K+ 17.79% |
$216K - $228K
|
79.6K
$1.51M
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
BUY
|
- |
11KNew |
$197K - $208K
|
11K
$209K
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
10.6KNew |
$191K - $202K
|
10.6K
$202K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.95K+ 14.25% |
$161K - $170K
|
71.8K
$1.36M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
7.31K+ 3.96% |
$132K - $139K
|
192K
$3.66M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
4.82K+ 11.15% |
$86.7K - $91.5K
|
48K
$913K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.43K+ 4.0% |
$25.7K - $27.1K
|
37.1K
$705K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
159+ 1.45% |
$2.86K - $3.02K
|
11.2K
$212K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
41+ 0.23% |
$738 - $779
|
18K
$342K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
25+ 0.08% |
$450 - $475
|
31.4K
$596K
|
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
11+ 0.01% |
$198 - $209
|
82.2K
$1.56M
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
9+ 1.57% |
$162 - $171
|
583
$11.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-100- 0.7% |
$1.8K - $1.9K
|
14.2K
$271K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-428- 0.8% |
$7.7K - $8.13K
|
52.8K
$1M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.16K- 2.08% |
$20.9K - $22K
|
54.5K
$1.04M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.35K- 13.54% |
$60.3K - $63.7K
|
21.4K
$407K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-3.91K- 25.13% |
$70.4K - $74.3K
|
11.7K
$222K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.23K- 5.87% |
$76.1K - $80.3K
|
67.9K
$1.29M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-7.5K- 5.75% |
$135K - $142K
|
123K
$2.34M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-12K- 74.71% |
$215K - $227K
|
4.05K
$77K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-49.5K- 42.69% |
$891K - $940K
|
66.5K
$1.26M
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-109K- 65.81% |
$1.96M - $2.07M
|
56.7K
$1.08M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-157K- 44.04% |
$2.83M - $2.99M
|
200K
$3.8M
|