Purchases and Sales Made in Q3 2022 in First Tr ETF Iii Instl Pfd Sec (FPEI)

FPEI Quotes by TradingView

This table provides information about the institutional ownership of First Tr ETF Iii Instl Pfd Sec (FPEI) during Q3 2022. 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 14, 2022 Q3 2022
Jane Street Group, LLC

New York, NY
BUY
 -
564K
New
$9.68M - $10.5M
564K $10.6M
Nov 14, 2022 Q3 2022
Jane Street Group, LLC

New York, NY
BUY
 -
564K
New
$9.68M - $10.5M
564K $10.6M
Nov 14, 2022 Q3 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
536K
+ 129.34%
$9.19M - $10M
950K $17.8M
Oct 26, 2022 Q3 2022
Udine Wealth Management, Inc.

BUY
 -
459K
New
$7.87M - $8.56M
459K $8.6M
Nov 01, 2022 Q3 2022
Clearwater Capital Advisors, LLC

BUY
 -
444K
New
$7.61M - $8.28M
444K $8.32M
Nov 14, 2022 Q3 2022
Morgan Stanley

New York, NY
BUY
 -
269K
+ 5.38%
$4.61M - $5.02M
5.27M $98.8M
Nov 14, 2022 Q3 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
251K
+ 40.74%
$4.3M - $4.68M
867K $16.3M
Nov 10, 2022 Q3 2022
Envestnet Asset Management Inc

BUY
 -
241K
+ 116.35%
$4.14M - $4.51M
449K $8.42M
Oct 26, 2022 Q3 2022
Truist Financial Corp

BUY
 -
224K
+ 302.1%
$3.84M - $4.18M
298K $5.59M
Oct 25, 2022 Q3 2022
Destiny Wealth Partners, LLC

BUY
 -
192K
New
$3.3M - $3.59M
192K $3.61M
Nov 14, 2022 Q3 2022
Sutton Place Investors LLC

Katonah, NY
BUY
 -
110K
New
$1.88M - $2.05M
110K $2.06M
Nov 14, 2022 Q3 2022
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
98.3K
New
$1.69M - $1.83M
98.3K $1.84M
Nov 14, 2022 Q3 2022
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
90.1K
New
$1.54M - $1.68M
90.1K $1.69M
Oct 06, 2022 Q3 2022
Elevated Capital Advisors, LLC

Sandy, UT
BUY
 -
83.4K
+ 22.56%
$1.43M - $1.56M
453K $8.5M
Nov 14, 2022 Q3 2022
Old Mission Capital LLC

BUY
 -
77.8K
New
$1.33M - $1.45M
77.8K $1.46M
Oct 12, 2022 Q3 2022
Pcg Wealth Advisors, LLC

BUY
 -
67.7K
+ 42.3%
$1.16M - $1.26M
228K $4.27M
Nov 14, 2022 Q3 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
66.1K
New
$1.13M - $1.23M
66.1K $1.24M
Oct 24, 2022 Q3 2022
Stratos Wealth Partners, Ltd.

BUY
 -
45.3K
New
$777K - $845K
45.3K $849K
Nov 14, 2022 Q3 2022
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
44.3K
New
$759K - $826K
44.3K $830K
Nov 10, 2022 Q3 2022
Ubs Group Ag

BUY
 -
40.6K
+ 1.49%
$696K - $757K
2.77M $51.9M
Oct 26, 2022 Q3 2022
Adamsbrown Wealth Consultants LLC

BUY
 -
36.1K
+ 8.54%
$619K - $674K
459K $8.6M
Nov 14, 2022 Q3 2022
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
34K
+ 163.87%
$582K - $634K
54.7K $1.03M
Nov 01, 2022 Q3 2022
Avantax Advisory Services, Inc.

BUY
 -
29.4K
New
$504K - $549K
29.4K $551K
Oct 13, 2022 Q3 2022
Peterson Wealth Management

BUY
 -
23K
+ 7.89%
$395K - $430K
315K $5.91M
Nov 14, 2022 Q3 2022
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
21.9K
New
$376K - $409K
21.9K $411K
Oct 24, 2022 Q3 2022
Platform Technology Partners

BUY
 -
20.1K
+ 14.83%
$345K - $376K
156K $2.92M
Oct 28, 2022 Q3 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
19K
New
$326K - $355K
19K $356K
Nov 15, 2022 Q3 2022
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
17K
New
$291K - $317K
17K $318K
Oct 19, 2022 Q3 2022
Saxon Interests, Inc.

BUY
 -
15.2K
New
$261K - $284K
15.2K $285K
Nov 14, 2022 Q3 2022
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
15.2K
+ 47.57%
$260K - $283K
47.1K $882K
Nov 08, 2022 Q3 2022
Ifp Advisors, Inc

BUY
 -
14.7K
+ 19.44%
$251K - $273K
90K $1.69M
Oct 20, 2022 Q3 2022
First Heartland Consultants, Inc.

BUY
 -
14.1K
New
$242K - $264K
14.1K $265K
Nov 01, 2022 Q3 2022
Kestra Advisory Services, LLC

BUY
 -
13.3K
New
$228K - $249K
13.3K $250K
Nov 14, 2022 Q3 2022
Tradition Wealth Management, LLC

BUY
 -
13.1K
+ 25.19%
$224K - $244K
65K $1.22M
Oct 12, 2022 Q3 2022
Qp Wealth Management, LLC

BUY
 -
12.6K
+ 5.6%
$216K - $235K
237K $4.44M
Nov 14, 2022 Q3 2022
Commonwealth Equity Services, LLC

BUY
 -
11.9K
+ 82.91%
$204K - $222K
26.3K $492K
Nov 14, 2022 Q3 2022
First Trust Advisors LP

Wheaton, IL
BUY
 -
8.88K
+ 3.4%
$152K - $166K
270K $5.07M
Oct 14, 2022 Q3 2022
Phocas Financial Corp.

Alameda, CA
BUY
 -
8.52K
+ 3.28%
$146K - $159K
268K $5.03M
Nov 14, 2022 Q3 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
6.07K
+ 2.54%
$104K - $113K
245K $4.6M
Dec 05, 2022 Q3 2022
Centaurus Financial, Inc.

BUY
 -
5.83K
New
$99.9K - $109K
5.83K $109K
Oct 25, 2022 Q3 2022
Janney Montgomery Scott LLC

BUY
 -
4.69K
+ 13.05%
$80.4K - $87.5K
40.6K $761K
Nov 14, 2022 Q3 2022
Kovack Advisors, Inc.

BUY
 -
3.97K
+ 13.13%
$68.1K - $74.1K
34.2K $642K
Nov 14, 2022 Q3 2022
Princeton Global Asset Management LLC

BUY
 -
3.89K
+ 3.95%
$66.7K - $72.6K
102K $1.92M
Oct 17, 2022 Q3 2022
Wealth Care Investment Partners, LLC

BUY
 -
3.46K
+ 28.44%
$59.3K - $64.5K
15.6K $293K
Nov 14, 2022 Q3 2022
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
2.87K
+ 5322.22%
$49.3K - $53.6K
2.93K $54.9K
Oct 25, 2022 Q3 2022
Crumly & Associates Inc.

BUY
 -
1.86K
+ 1.89%
$31.9K - $34.7K
99.9K $1.87M
Nov 14, 2022 Q3 2022
Geneos Wealth Management Inc.

BUY
 -
1.64K
+ 258.2%
$28.1K - $30.5K
2.27K $42.6K
Nov 09, 2022 Q3 2022
Westside Investment Management, Inc.

BUY
 -
1.5K
New
$25.7K - $28K
1.5K $28.1K
Nov 10, 2022 Q3 2022
Forum Private Client Group LLC

BUY
 -
1.47K
+ 4.82%
$25.2K - $27.4K
32K $600K

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