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
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.75K+ 21.89% |
$55.6K - $56.8K
|
15.3K
$286K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.71KNew |
$54.9K - $56.1K
|
2.71K
$50.7K
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.68K+ 0.41% |
$54.3K - $55.4K
|
653K
$12.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Wambolt & Associates, LLC
|
BUY
|
- |
2.51K+ 13.3% |
$50.9K - $51.9K
|
21.4K
$400K
|
|
|
Feb 15, 2022
Q4 2021
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
2.25K+ 0.78% |
$45.6K - $46.5K
|
289K
$5.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.78KNew |
$36.1K - $36.9K
|
1.78K
$33.3K
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1.43KNew |
$28.9K - $29.5K
|
1.43K
$26.7K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.34K+ 531.23% |
$27.2K - $27.8K
|
1.6K
$29.9K
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.18K+ 11.24% |
$23.9K - $24.4K
|
11.7K
$219K
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
BUY
|
- |
678+ 2.56% |
$13.7K - $14K
|
27.1K
$507K
|
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
676+ 84.5% |
$13.7K - $14K
|
1.48K
$27.6K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
511+ 3.03% |
$10.4K - $10.6K
|
17.4K
$325K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
500New |
$10.1K - $10.3K
|
500
$9.35K
|
|
|
Jan 13, 2022
Q4 2021
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
470+ 0.8% |
$9.52K - $9.72K
|
59.5K
$1.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
442+ 0.55% |
$8.95K - $9.14K
|
81.2K
$1.52M
|
|
|
Jan 13, 2022
Q4 2021
|
Qp Wealth Management, LLC
|
BUY
|
- |
360+ 0.15% |
$7.29K - $7.44K
|
241K
$4.51M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
170+ 0.78% |
$3.44K - $3.52K
|
22.1K
$413K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
21+ 0.11% |
$425 - $434
|
18.8K
$352K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
20+ 0.04% |
$405 - $414
|
53.9K
$1.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
11+ 0.69% |
$223 - $227
|
1.6K
$29.9K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-496Closed |
$10K - $10.3K
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-496- 1.87% |
$10K - $10.3K
|
26K
$487K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-601- 5.74% |
$12.2K - $12.4K
|
9.88K
$185K
|
|
|
Jan 19, 2022
Q4 2021
|
Welch & Forbes LLC
|
SELL
|
- |
-731- 0.21% |
$14.8K - $15.1K
|
348K
$6.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-747- 4.58% |
$15.1K - $15.4K
|
15.6K
$291K
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
SELL
|
- |
-927- 7.65% |
$18.8K - $19.2K
|
11.2K
$209K
|
|
|
Feb 08, 2022
Q4 2021
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.26K- 0.93% |
$25.6K - $26.1K
|
134K
$2.5M
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.71K- 50.0% |
$34.6K - $35.3K
|
1.71K
$32K
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2KClosed |
$40.5K - $41.3K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-2.42K- 1.93% |
$48.9K - $50K
|
123K
$2.29M
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.45KClosed |
$49.6K - $50.7K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.9K- 8.06% |
$58.8K - $60K
|
33.1K
$619K
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-4.08K- 18.98% |
$82.6K - $84.4K
|
17.4K
$326K
|
|
|
Jan 12, 2022
Q4 2021
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-6.2K- 25.95% |
$126K - $128K
|
17.7K
$331K
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-7.37K- 35.67% |
$149K - $152K
|
13.3K
$248K
|
|
|
Feb 14, 2022
Q4 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-9.88KClosed |
$200K - $204K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-11.2K- 53.74% |
$227K - $232K
|
9.64K
$180K
|
|
|
Jan 28, 2022
Q4 2021
|
Wespac Advisors, LLC
|
SELL
|
- |
-12.7K- 15.19% |
$258K - $263K
|
71.1K
$1.33M
|
|
|
Jan 31, 2022
Q4 2021
|
1776 Wealth LLC
|
SELL
|
- |
-13.9K- 6.7% |
$281K - $287K
|
193K
$3.61M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-15.6K- 6.52% |
$316K - $322K
|
224K
$4.18M
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-34.1K- 41.63% |
$690K - $705K
|
47.8K
$893K
|
|
|
Feb 02, 2022
Q4 2021
|
Derbend Asset Management
|
SELL
|
- |
-59.6KClosed |
$1.21M - $1.23M
|
0
$0
|