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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-1.62K- 16.39% |
$27.8K - $29.3K
|
8.28K
$155K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.71K- 3.88% |
$29.3K - $30.9K
|
42.4K
$794K
|
|
|
Feb 13, 2023
Q4 2022
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-2.11K- 7.09% |
$36.2K - $38K
|
27.6K
$518K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.32K- 17.39% |
$39.7K - $41.8K
|
11K
$206K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.38K- 4.59% |
$40.8K - $42.9K
|
49.5K
$926K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.73K- 93.37% |
$46.9K - $49.3K
|
194
$3.63K
|
|
|
Feb 01, 2023
Q4 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-4.02K- 24.07% |
$68.9K - $72.5K
|
12.7K
$237K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.3K- 1.18% |
$90.8K - $95.5K
|
444K
$8.31M
|
|
|
Jan 17, 2023
Q4 2022
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-6.87K- 21.34% |
$118K - $124K
|
25.3K
$474K
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-8.85K- 8.65% |
$152K - $160K
|
93.5K
$1.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9.06K- 16.56% |
$155K - $163K
|
45.6K
$855K
|
|
|
Feb 07, 2023
Q4 2022
|
Peterson Wealth Management
|
SELL
|
- |
-10.1K- 3.22% |
$174K - $183K
|
305K
$5.71M
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-13.9K- 21.41% |
$239K - $251K
|
51K
$956K
|
|
|
Feb 13, 2023
Q4 2022
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-14.9K- 37.28% |
$255K - $268K
|
25K
$469K
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-15.1K- 35.67% |
$260K - $273K
|
27.3K
$512K
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-16.9K- 35.9% |
$290K - $305K
|
30.2K
$565K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-20.4K- 7.6% |
$349K - $367K
|
248K
$4.64M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-24.8K- 19.58% |
$425K - $447K
|
102K
$1.91M
|
|
|
Feb 10, 2023
Q4 2022
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-29.6K- 7.27% |
$507K - $533K
|
377K
$7.06M
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-33.5K- 45.34% |
$574K - $604K
|
40.3K
$756K
|
|
|
Feb 02, 2023
Q4 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-33.8K- 15.36% |
$580K - $611K
|
186K
$3.49M
|
|
|
Feb 01, 2023
Q4 2022
|
Walker Asset Management, LLC
|
SELL
|
- |
-37.5K- 22.49% |
$643K - $677K
|
129K
$2.42M
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-40.1K- 14.83% |
$688K - $723K
|
230K
$4.31M
|
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-41.4K- 42.14% |
$711K - $747K
|
56.9K
$1.07M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-47.1K- 52.34% |
$808K - $850K
|
42.9K
$804K
|
|
|
Sep 05, 2024
Q4 2022
|
Stonebridge Advisors LLC
Wilton, CT |
SELL
|
- |
-53.9K- 26.47% |
$924K - $972K
|
150K
$2.8M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-65.3K- 72.16% |
$1.12M - $1.18M
|
25.2K
$472K
|
|
|
Jan 30, 2023
Q4 2022
|
Essex LLC
|
SELL
|
- |
-80.9K- 8.21% |
$1.39M - $1.46M
|
904K
$16.9M
|
|
|
Jan 17, 2023
Q4 2022
|
Qp Wealth Management, LLC
|
SELL
|
- |
-95.4K- 40.27% |
$1.64M - $1.72M
|
142K
$2.65M
|