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 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
5.28K+ 4.58% |
$86.9K - $94.5K
|
121K
$2.26M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.19K+ 38.98% |
$85.5K - $92.9K
|
18.5K
$346K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.9K+ 26.05% |
$80.6K - $87.6K
|
23.7K
$443K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.46K+ 29.53% |
$56.9K - $61.9K
|
15.2K
$284K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.54KNew |
$41.9K - $45.5K
|
2.54K
$47.6K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.23K+ 3.96% |
$36.6K - $39.8K
|
58.5K
$1.09M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.15K+ 11.95% |
$35.3K - $38.4K
|
20.1K
$376K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
2.08K+ 6.15% |
$34.3K - $37.3K
|
35.9K
$673K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.89K+ 1.8% |
$31.1K - $33.8K
|
106K
$1.99M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.76K+ 8.68% |
$29K - $31.5K
|
22.1K
$413K
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.5K+ 1.36% |
$24.7K - $26.8K
|
112K
$2.1M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
1.46K+ 0.72% |
$24K - $26.1K
|
203K
$3.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.22K+ 6.24% |
$20K - $21.8K
|
20.7K
$388K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
898+ 5.33% |
$14.8K - $16.1K
|
17.8K
$332K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
672New |
$11.1K - $12K
|
672
$12.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
532New |
$8.76K - $9.52K
|
532
$9.95K
|
|
|
Feb 05, 2024
Q4 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
525+ 4.08% |
$8.64K - $9.4K
|
13.4K
$251K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
491+ 10.88% |
$8.08K - $8.79K
|
5K
$93.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
402+ 1.37% |
$6.62K - $7.2K
|
29.8K
$558K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
227New |
$3.74K - $4.06K
|
227
$4.25K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
86+ 0.61% |
$1.42K - $1.54K
|
14.2K
$266K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
79New |
$1.3K - $1.41K
|
79
$1.48K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
19+ 1.52% |
$313 - $340
|
1.27K
$23.7K
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
11+ 0.05% |
$181 - $197
|
21.9K
$410K
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
10+ 0.04% |
$165 - $179
|
25.5K
$477K
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
9+ 0.03% |
$148 - $161
|
26.3K
$492K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
6New |
$98.8 - $107
|
6
$112
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1New |
$16.5 - $17.9
|
1
$18.7
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-1- 7.69% |
$16.5 - $17.9
|
12
$225
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-10- 2.33% |
$165 - $179
|
420
$7.86K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-15- 0.04% |
$247 - $269
|
41.7K
$781K
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-138- 3.31% |
$2.27K - $2.47K
|
4.03K
$75.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-177- 9.38% |
$2.91K - $3.17K
|
1.71K
$32K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-248- 0.1% |
$4.08K - $4.44K
|
252K
$4.71M
|
|
|
Jan 08, 2024
Q4 2023
|
Walker Asset Management, LLC
|
SELL
|
- |
-250- 0.28% |
$4.12K - $4.48K
|
88.1K
$1.65M
|
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-285- 0.94% |
$4.69K - $5.1K
|
29.9K
$559K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-301- 0.7% |
$4.95K - $5.39K
|
42.7K
$799K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-351- 0.99% |
$5.78K - $6.28K
|
35K
$654K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-397- 2.2% |
$6.53K - $7.11K
|
17.6K
$330K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-409- 3.9% |
$6.73K - $7.32K
|
10.1K
$188K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-446- 74.33% |
$7.34K - $7.98K
|
154
$2.88K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-547- 19.53% |
$9K - $9.79K
|
2.25K
$42.2K
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-776- 0.2% |
$12.8K - $13.9K
|
389K
$7.29M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.03K- 1.2% |
$17K - $18.4K
|
85K
$1.59M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.1K- 10.55% |
$18.1K - $19.7K
|
9.34K
$175K
|
|
|
Jan 31, 2024
Q4 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-1.53K- 12.15% |
$25.2K - $27.4K
|
11.1K
$207K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.8K- 9.68% |
$29.6K - $32.1K
|
16.8K
$314K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.94K- 66.47% |
$31.9K - $34.7K
|
979
$18.3K
|
|
|
Nov 14, 2024
Q4 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-2.01K- 9.66% |
$33.2K - $36.1K
|
18.8K
$352K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.07K- 2.76% |
$34.1K - $37.1K
|
72.8K
$1.36M
|