Purchases and Sales Made in Q4 2024 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 2024. 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 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
1K+ 1.21% |
$18.6K - $19.1K
|
83.4K
$1.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
983+ 0.85% |
$18.3K - $18.7K
|
116K
$2.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
875+ 6.53% |
$16.3K - $16.7K
|
14.3K
$268K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
656+ 1.17% |
$12.2K - $12.5K
|
56.8K
$1.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
611+ 1.15% |
$11.4K - $11.6K
|
53.9K
$1.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
575+ 1.08% |
$10.7K - $11K
|
53.8K
$1.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
482+ 0.12% |
$8.97K - $9.18K
|
407K
$7.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
384New |
$7.15K - $7.32K
|
384
$7.22K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
344New |
$6.41K - $6.55K
|
344
$6.47K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
335+ 1.42% |
$6.24K - $6.38K
|
24K
$451K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
241+ 0.16% |
$4.49K - $4.59K
|
155K
$2.91M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
126New |
$2.35K - $2.4K
|
126
$2.37K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
101+ 0.73% |
$1.88K - $1.92K
|
13.9K
$261K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
78+ 0.1% |
$1.45K - $1.49K
|
80.5K
$1.51M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
77+ 0.72% |
$1.43K - $1.47K
|
10.7K
$202K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
55+ 0.35% |
$1.02K - $1.05K
|
15.6K
$294K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
49+ 0.21% |
$912 - $933
|
22.9K
$430K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
8+ 1.43% |
$149 - $152
|
566
$10.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-3- 0.03% |
$55.9 - $57.2
|
11.8K
$221K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-13- 0.04% |
$242 - $248
|
32.2K
$605K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-43- 0.06% |
$801 - $819
|
78.1K
$1.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-98- 9.74% |
$1.82K - $1.87K
|
908
$17.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-268- 2.14% |
$4.99K - $5.11K
|
12.2K
$230K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-306- 1.02% |
$5.7K - $5.83K
|
29.6K
$557K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-361- 2.52% |
$6.72K - $6.88K
|
14K
$262K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-479- 0.27% |
$8.92K - $9.12K
|
175K
$3.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-599- 2.26% |
$11.2K - $11.4K
|
25.9K
$488K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-600- 2.37% |
$11.2K - $11.4K
|
24.8K
$465K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-951- 4.54% |
$17.7K - $18.1K
|
20K
$376K
|
|
|
Feb 10, 2025
Q4 2024
|
1776 Wealth LLC
|
SELL
|
- |
-1.3K- 0.85% |
$24.2K - $24.8K
|
152K
$2.86M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.54K- 4.1% |
$28.7K - $29.3K
|
36K
$677K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1.77K- 10.64% |
$32.9K - $33.7K
|
14.8K
$279K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-2.5K- 13.78% |
$46.6K - $47.6K
|
15.6K
$294K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.66K- 9.74% |
$49.5K - $50.7K
|
24.7K
$464K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2.93K- 71.3% |
$54.5K - $55.8K
|
1.18K
$22.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.22K- 11.79% |
$60K - $61.4K
|
24.1K
$453K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-3.4K- 9.87% |
$63.3K - $64.8K
|
31K
$584K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.23K- 15.18% |
$78.8K - $80.6K
|
23.6K
$444K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.97K- 35.48% |
$111K - $114K
|
10.9K
$204K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-6.17K- 12.34% |
$115K - $118K
|
43.8K
$824K
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-12.7K- 7.49% |
$237K - $242K
|
157K
$2.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-13.8K- 8.92% |
$258K - $264K
|
141K
$2.65M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-15.2K- 99.9% |
$282K - $289K
|
15
$282
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-18.1K- 11.93% |
$337K - $345K
|
134K
$2.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
SELL
|
- |
-21.3K- 24.58% |
$397K - $406K
|
65.5K
$1.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-25.8K- 33.84% |
$481K - $492K
|
50.5K
$949K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-35.6K- 5.76% |
$663K - $678K
|
582K
$10.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-36.5K- 4.16% |
$680K - $696K
|
841K
$15.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-146K- 81.9% |
$2.73M - $2.79M
|
32.4K
$608K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-526K- 54.28% |
$9.79M - $10M
|
443K
$8.32M
|