Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.4M+ 51.21% |
$28.3M - $28.9M
|
4.13M
$77.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
709K+ 46.99% |
$14.4M - $14.7M
|
2.22M
$41.8M
|
|
|
Feb 23, 2022
Q4 2021
|
Bullseye Investment Management, LLC
|
BUY
|
- |
504KNew |
$10.2M - $10.4M
|
504K
$9.5M
|
|
|
Feb 17, 2022
Q4 2021
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
260KNew |
$5.26M - $5.37M
|
260K
$4.89M
|
|
|
Jan 27, 2022
Q4 2021
|
Marshall Financial Group LLC
|
BUY
|
- |
251KNew |
$5.09M - $5.2M
|
251K
$4.74M
|
|
|
Sep 05, 2024
Q4 2021
|
Stonebridge Advisors LLC
Wilton, CT |
BUY
|
- |
204KNew |
$4.12M - $4.21M
|
204K
$3.84M
|
|
|
May 18, 2023
Q4 2021
|
Stonebridge Advisors LLC
Wilton, CT |
BUY
|
- |
204KNew |
$4.12M - $4.21M
|
204K
$3.84M
|
|
|
Apr 14, 2022
Q4 2021
|
Walker Asset Management, LLC
|
BUY
|
- |
174KNew |
$3.52M - $3.59M
|
174K
$3.27M
|
|
|
Feb 10, 2022
Q4 2021
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
154KNew |
$3.13M - $3.19M
|
154K
$2.91M
|
|
|
Jan 21, 2022
Q4 2021
|
Sterling Manor Financial, LLC
|
BUY
|
- |
154K+ 64.03% |
$3.12M - $3.19M
|
395K
$7.44M
|
|
|
May 27, 2022
Q4 2021
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
123K+ 37.15% |
$2.49M - $2.55M
|
455K
$8.56M
|
|
|
Jan 28, 2022
Q4 2021
|
Essex LLC
|
BUY
|
- |
95K+ 13.85% |
$1.93M - $1.97M
|
781K
$14.7M
|
|
|
Mar 01, 2022
Q4 2021
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
90.1KNew |
$1.82M - $1.86M
|
90.1K
$1.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
75.2K+ 18.79% |
$1.52M - $1.55M
|
475K
$8.95M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
65K+ 26.68% |
$1.32M - $1.34M
|
309K
$5.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
63.1K+ 38.08% |
$1.28M - $1.31M
|
229K
$4.31M
|
|
|
Jan 13, 2022
Q4 2021
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
59.1K+ 136.76% |
$1.2M - $1.22M
|
102K
$1.93M
|
|
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
54.3K+ 136.25% |
$1.1M - $1.12M
|
94.2K
$1.77M
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
49.8K+ 3201.16% |
$1.01M - $1.03M
|
51.3K
$967K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
46.1K+ 21.69% |
$933K - $953K
|
259K
$4.87M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
42.3K+ 39.17% |
$857K - $875K
|
150K
$2.83M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
40.3K+ 65.56% |
$816K - $833K
|
102K
$1.92M
|
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
BUY
|
- |
37KNew |
$749K - $764K
|
37K
$696K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
34.9KNew |
$707K - $722K
|
34.9K
$658K
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
34KNew |
$688K - $703K
|
34K
$640K
|
|
|
Feb 09, 2022
Q4 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
32.5KNew |
$658K - $672K
|
32.5K
$612K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
31.3K+ 70.45% |
$633K - $647K
|
75.6K
$1.43M
|
|
|
Jul 13, 2022
Q4 2021
|
Crown Wealth Group, LLC
|
BUY
|
- |
31.2KNew |
$633K - $646K
|
31.2K
$588K
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
30.8KNew |
$625K - $638K
|
30.8K
$581K
|
|
|
Jan 18, 2022
Q4 2021
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
27.4K+ 20.48% |
$556K - $568K
|
161K
$3.04M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
24.4KNew |
$494K - $504K
|
24.4K
$459K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
24.1K+ 42.73% |
$488K - $498K
|
80.5K
$1.52M
|
|
|
Jan 20, 2022
Q4 2021
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
24KNew |
$486K - $496K
|
24K
$452K
|
|
|
Feb 09, 2022
Q4 2021
|
Peterson Wealth Management
|
BUY
|
- |
23.3K+ 8.83% |
$473K - $482K
|
287K
$5.42M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
22.4K+ 111.54% |
$453K - $463K
|
42.4K
$799K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
18.5K+ 53.72% |
$375K - $382K
|
52.9K
$997K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15.5KNew |
$314K - $321K
|
15.5K
$292K
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
14.7KNew |
$298K - $304K
|
14.7K
$277K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
14.4K+ 45.09% |
$292K - $299K
|
46.4K
$875K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
14.1K+ 75.92% |
$285K - $291K
|
32.6K
$614K
|
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
12.9K+ 303.17% |
$261K - $267K
|
17.2K
$323K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
12.8K+ 5.1% |
$260K - $265K
|
264K
$4.98M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
12.2K+ 1.07% |
$246K - $251K
|
1.15M
$21.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
9.93K+ 42.12% |
$201K - $205K
|
33.5K
$631K
|
|
|
Feb 11, 2022
Q4 2021
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
7.11K+ 1.77% |
$144K - $147K
|
409K
$7.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
5.49K+ 21.67% |
$111K - $114K
|
30.8K
$581K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
4.65K+ 40.5% |
$94.2K - $96.2K
|
16.1K
$304K
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.3K+ 36.23% |
$87.2K - $89K
|
16.2K
$305K
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
4.18K+ 14.54% |
$84.7K - $86.5K
|
33K
$621K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
2.98K+ 36.0% |
$60.5K - $61.7K
|
11.3K
$212K
|