Purchases and Sales Made in Q4 2023 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 2023. 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 01, 2024
Q4 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
2.03MNew |
$33.4M - $36.3M
|
2.03M
$38M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2M+ 91.93% |
$32.9M - $35.8M
|
4.18M
$78.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
1.91M+ 1551.89% |
$31.4M - $34.1M
|
2.03M
$38M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.03M+ 2731.97% |
$17M - $18.5M
|
1.07M
$20M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
674K+ 6.09% |
$11.1M - $12.1M
|
11.8M
$220M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
556K+ 620.48% |
$9.14M - $9.94M
|
645K
$12.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
420K+ 17.33% |
$6.92M - $7.52M
|
2.85M
$53.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
405K+ 94.61% |
$6.67M - $7.25M
|
833K
$15.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
312KNew |
$5.14M - $5.59M
|
312K
$5.84M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
293KNew |
$4.82M - $5.24M
|
293K
$5.48M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
242K+ 55.55% |
$3.98M - $4.33M
|
677K
$12.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
229K+ 36.59% |
$3.76M - $4.09M
|
853K
$16M
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
220KNew |
$3.61M - $3.93M
|
220K
$4.11M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
184KNew |
$3.02M - $3.29M
|
184K
$3.44M
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
156KNew |
$2.57M - $2.79M
|
156K
$2.92M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
121KNew |
$1.99M - $2.16M
|
121K
$2.26M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
120K+ 1.03% |
$1.97M - $2.14M
|
11.8M
$220M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
116K+ 18.91% |
$1.9M - $2.07M
|
728K
$13.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
86.6KNew |
$1.43M - $1.55M
|
86.6K
$1.62M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
59.7K+ 0.94% |
$983K - $1.07M
|
6.42M
$120M
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
49.4KNew |
$813K - $884K
|
49.4K
$924K
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
44.9KNew |
$740K - $804K
|
44.9K
$841K
|
|
|
Jan 19, 2024
Q4 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
37.1KNew |
$610K - $664K
|
37.1K
$694K
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
BUY
|
- |
34.9K+ 4.04% |
$574K - $624K
|
898K
$16.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
28.4KNew |
$468K - $509K
|
28.4K
$532K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23.9K+ 0.71% |
$393K - $428K
|
3.37M
$63.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
23.5K+ 85.59% |
$386K - $420K
|
50.9K
$952K
|
|
|
Jan 29, 2024
Q4 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
22K+ 3.9% |
$362K - $394K
|
586K
$11M
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
17.8KNew |
$293K - $318K
|
17.8K
$333K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
17.6KNew |
$290K - $315K
|
17.6K
$329K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.6KNew |
$289K - $315K
|
17.6K
$329K
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
17.1KNew |
$281K - $305K
|
17.1K
$319K
|
|
|
Jan 31, 2024
Q4 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
15.2K+ 7.21% |
$251K - $273K
|
226K
$4.24M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
14.4K+ 18.4% |
$238K - $259K
|
93K
$1.74M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
14.2K+ 70.2% |
$235K - $255K
|
34.5K
$646K
|
|
|
Feb 06, 2024
Q4 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
14.2KNew |
$233K - $254K
|
14.2K
$265K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13.1K+ 31.19% |
$216K - $235K
|
55.3K
$1.03M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.9K+ 21.33% |
$212K - $231K
|
73.4K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
12.4K+ 24.83% |
$205K - $223K
|
62.5K
$1.17M
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
12.4K+ 40.01% |
$204K - $222K
|
43.3K
$811K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
12.2KNew |
$201K - $219K
|
12.2K
$229K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
11.4KNew |
$188K - $205K
|
11.4K
$214K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
10.6K+ 9.9% |
$175K - $190K
|
118K
$2.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
10.5KNew |
$173K - $188K
|
10.5K
$197K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
10.4KNew |
$171K - $186K
|
10.4K
$194K
|
|
|
Sep 05, 2024
Q4 2023
|
Stonebridge Advisors LLC
Wilton, CT |
BUY
|
- |
10.1KNew |
$166K - $180K
|
10.1K
$188K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.3K+ 9.76% |
$153K - $166K
|
105K
$1.96M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.97K+ 22.11% |
$148K - $161K
|
49.5K
$927K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
6.63K+ 18.56% |
$109K - $119K
|
42.4K
$793K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.08K+ 7.17% |
$100K - $109K
|
90.8K
$1.7M
|