Purchases and Sales Made in Q4 2022 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 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
17.4K+ 152.99% |
$298K - $313K
|
28.7K
$538K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
16.7KNew |
$286K - $301K
|
16.7K
$313K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
16.6K+ 75.71% |
$285K - $300K
|
38.6K
$722K
|
|
|
Feb 09, 2023
Q4 2022
|
Shelton Wealth Management, LLC
|
BUY
|
- |
14.7K+ 5.27% |
$252K - $265K
|
294K
$5.51M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.4K+ 54.87% |
$247K - $260K
|
40.7K
$762K
|
|
|
Apr 18, 2023
Q4 2022
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
14.4KNew |
$246K - $259K
|
14.4K
$269K
|
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
14.3KNew |
$245K - $257K
|
14.3K
$267K
|
|
|
Feb 09, 2023
Q4 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
12.2KNew |
$210K - $221K
|
12.2K
$229K
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
11.1KNew |
$190K - $199K
|
11.1K
$207K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.6KNew |
$182K - $192K
|
10.6K
$199K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
10.3KNew |
$176K - $185K
|
10.3K
$192K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9.6KNew |
$165K - $173K
|
9.6K
$180K
|
|
|
Jan 17, 2023
Q4 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
8.82K+ 1.94% |
$151K - $159K
|
462K
$8.66M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
8.07KNew |
$138K - $146K
|
8.07K
$151K
|
|
|
Feb 27, 2023
Q4 2022
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
7.81K+ 8.94% |
$134K - $141K
|
95.2K
$1.78M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.25KNew |
$124K - $131K
|
7.25K
$136K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
6.65K+ 8.69% |
$114K - $120K
|
83.2K
$1.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.04K+ 314.7% |
$104K - $109K
|
7.95K
$149K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.91K+ 260.28% |
$101K - $107K
|
8.18K
$153K
|
|
|
Jan 19, 2023
Q4 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
5.09K+ 32.58% |
$87.3K - $91.8K
|
20.7K
$388K
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.87K+ 18.42% |
$83.6K - $87.9K
|
31.3K
$587K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
4.7K+ 1.58% |
$80.7K - $84.9K
|
303K
$5.67M
|
|
|
Jan 31, 2023
Q4 2022
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
4.4K+ 4.03% |
$75.4K - $79.3K
|
114K
$2.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.8K+ 444.09% |
$65.1K - $68.5K
|
4.65K
$87.1K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.69K+ 0.6% |
$63.3K - $66.6K
|
617K
$11.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.87K+ 4.34% |
$49.2K - $51.8K
|
69K
$1.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.63K+ 15.39% |
$45.2K - $47.5K
|
19.7K
$370K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.6K+ 111.72% |
$44.6K - $47K
|
4.93K
$92.4K
|
|
|
Feb 15, 2023
Q4 2022
|
1776 Wealth LLC
|
BUY
|
- |
2.2K+ 1.5% |
$37.7K - $39.7K
|
149K
$2.8M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
2KNew |
$34.3K - $36.1K
|
2K
$37.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2KNew |
$34.3K - $36.1K
|
2K
$37.5K
|
|
|
Jan 25, 2023
Q4 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.56K+ 1.42% |
$26.8K - $28.1K
|
111K
$2.08M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.31K+ 5.02% |
$22.5K - $23.6K
|
27.4K
$514K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.19K+ 1.32% |
$20.4K - $21.5K
|
91.2K
$1.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.06KNew |
$18.1K - $19.1K
|
1.06K
$19.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.06KNew |
$18.1K - $19.1K
|
1.06K
$19.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
1.02K+ 3.2% |
$17.6K - $18.5K
|
33K
$618K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
750New |
$12.9K - $13.5K
|
750
$14K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
271New |
$4.65K - $4.89K
|
271
$5.08K
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
15+ 0.11% |
$257 - $271
|
14.1K
$265K
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-3- 12.0% |
$51.4 - $54.1
|
22
$412
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-68- 0.4% |
$1.17K - $1.23K
|
16.9K
$317K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-95- 3.21% |
$1.63K - $1.71K
|
2.87K
$53.7K
|
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-193- 12.94% |
$3.31K - $3.48K
|
1.3K
$24.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-247- 1.17% |
$4.24K - $4.46K
|
20.9K
$392K
|
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-261- 1.11% |
$4.48K - $4.71K
|
23.2K
$435K
|
|
|
Jan 11, 2023
Q4 2022
|
Platform Technology Partners
|
SELL
|
- |
-493- 0.32% |
$8.45K - $8.89K
|
155K
$2.91M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.25K- 15.66% |
$21.5K - $22.6K
|
6.74K
$126K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.3K- 3.81% |
$22.4K - $23.5K
|
32.9K
$617K
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.31K- 7.44% |
$22.5K - $23.7K
|
16.3K
$306K
|