Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.73MNew |
$56.3M - $56.9M
|
2.73M
$51.3M
|
|
|
Oct 21, 2021
Q3 2021
|
Essex LLC
|
BUY
|
- |
686KNew |
$14.2M - $14.3M
|
686K
$12.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
563K+ 98.0% |
$11.6M - $11.7M
|
1.14M
$21.4M
|
|
|
Oct 08, 2021
Q3 2021
|
Sterling Manor Financial, LLC
|
BUY
|
- |
241KNew |
$4.97M - $5.02M
|
241K
$4.53M
|
|
|
Oct 07, 2021
Q3 2021
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
232K+ 195.99% |
$4.78M - $4.83M
|
350K
$6.58M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
146K+ 92.12% |
$3.01M - $3.04M
|
304K
$5.71M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
128K+ 150.43% |
$2.63M - $2.66M
|
212K
$4M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
97.5K+ 142.77% |
$2.01M - $2.03M
|
166K
$3.12M
|
|
|
Oct 21, 2021
Q3 2021
|
1776 Wealth LLC
|
BUY
|
- |
72.3K+ 53.68% |
$1.49M - $1.51M
|
207K
$3.89M
|
|
|
Oct 25, 2021
Q3 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
58.2K+ 9.84% |
$1.2M - $1.21M
|
650K
$12.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
57.4K+ 113.3% |
$1.18M - $1.2M
|
108K
$2.03M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
53.5K+ 3.68% |
$1.11M - $1.12M
|
1.51M
$28.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
49.4K+ 14.1% |
$1.02M - $1.03M
|
400K
$7.53M
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
48.3KNew |
$998K - $1.01M
|
48.3K
$909K
|
|
|
Oct 14, 2021
Q3 2021
|
Wespac Advisors, LLC
|
BUY
|
- |
47.6K+ 131.26% |
$982K - $991K
|
83.8K
$1.58M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
40.2K+ 20.24% |
$831K - $839K
|
239K
$4.5M
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
39K+ 4742.53% |
$806K - $814K
|
39.9K
$750K
|
|
|
Oct 27, 2021
Q3 2021
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
36.4K+ 12.35% |
$752K - $760K
|
331K
$6.23M
|
|
|
Oct 27, 2021
Q3 2021
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
35.1K+ 35.43% |
$724K - $731K
|
134K
$2.52M
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
31.5K+ 62.71% |
$651K - $658K
|
81.8K
$1.54M
|
|
|
Nov 01, 2021
Q3 2021
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
28.9K+ 7.76% |
$598K - $603K
|
402K
$7.56M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
28.1K+ 13.03% |
$580K - $586K
|
244K
$4.58M
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
27K+ 12.02% |
$557K - $562K
|
251K
$4.73M
|
|
|
Oct 12, 2021
Q3 2021
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
26.7K+ 162.18% |
$552K - $557K
|
43.2K
$813K
|
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
BUY
|
- |
25.3KNew |
$523K - $528K
|
25.3K
$476K
|
|
|
Oct 12, 2021
Q3 2021
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
23.9KNew |
$493K - $498K
|
23.9K
$449K
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
21.9KNew |
$453K - $457K
|
21.9K
$412K
|
|
|
Oct 21, 2021
Q3 2021
|
Strategic Advisors LLC
|
BUY
|
- |
20.3KNew |
$418K - $422K
|
20.3K
$381K
|
|
|
Oct 28, 2021
Q3 2021
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
18.5K+ 17.33% |
$381K - $385K
|
125K
$2.35M
|
|
|
Oct 13, 2021
Q3 2021
|
Welch & Forbes LLC
|
BUY
|
- |
14.6K+ 4.38% |
$302K - $305K
|
349K
$6.56M
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
13.5K+ 73.25% |
$279K - $282K
|
32K
$602K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
12.3K+ 55.24% |
$253K - $255K
|
34.4K
$648K
|
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.9KNew |
$245K - $248K
|
11.9K
$223K
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
11.5KNew |
$237K - $239K
|
11.5K
$216K
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
10.8K+ 21.4% |
$224K - $226K
|
61.4K
$1.16M
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
10KNew |
$207K - $209K
|
10K
$188K
|
|
|
Nov 15, 2021
Q3 2021
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.88KNew |
$204K - $206K
|
9.88K
$186K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
7.21K+ 135.31% |
$149K - $150K
|
12.5K
$236K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
6.04K+ 47.31% |
$125K - $126K
|
18.8K
$354K
|
|
|
Oct 20, 2021
Q3 2021
|
Wambolt & Associates, LLC
|
BUY
|
- |
5.65K+ 42.71% |
$117K - $118K
|
18.9K
$355K
|
|
|
Nov 15, 2021
Q3 2021
|
Derbend Asset Management
|
BUY
|
- |
4.91K+ 8.98% |
$101K - $102K
|
59.6K
$1.12M
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
4.64K+ 19.24% |
$95.9K - $96.8K
|
28.8K
$541K
|
|
|
Nov 12, 2021
Q3 2021
|
Peterson Wealth Management
|
BUY
|
- |
3.89K+ 1.5% |
$80.4K - $81.2K
|
264K
$4.97M
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.51K+ 3221.1% |
$72.5K - $73.2K
|
3.62K
$68.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
3.02K+ 3.89% |
$62.4K - $63K
|
80.7K
$1.52M
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.93K+ 16.34% |
$60.4K - $61K
|
20.8K
$392K
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.45KNew |
$50.6K - $51.1K
|
2.45K
$46.1K
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.18K+ 5.17% |
$45.1K - $45.5K
|
44.4K
$835K
|
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.71K+ 100.0% |
$35.3K - $35.6K
|
3.42K
$64.3K
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
1.23K+ 5.5% |
$25.4K - $25.6K
|
23.6K
$443K
|