Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.11K+ 17.91% |
$59.3K - $63.5K
|
20.5K
$385K
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.93K+ 12.0% |
$55.8K - $59.7K
|
27.3K
$513K
|
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.7K+ 16.7% |
$51.5K - $55.2K
|
18.9K
$355K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.33KNew |
$44.3K - $47.5K
|
2.33K
$43.7K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.1KNew |
$40K - $42.9K
|
2.1K
$39.5K
|
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.92K+ 12.53% |
$36.5K - $39.1K
|
17.2K
$323K
|
|
|
Apr 18, 2022
Q1 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.86K+ 2.06% |
$35.4K - $37.9K
|
91.9K
$1.73M
|
|
|
Apr 18, 2022
Q1 2022
|
Qp Wealth Management, LLC
|
BUY
|
- |
865+ 0.36% |
$16.5K - $17.7K
|
242K
$4.55M
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
441+ 3.91% |
$8.41K - $9.01K
|
11.7K
$220K
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
325+ 55.37% |
$6.19K - $6.64K
|
912
$17.1K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
227+ 0.43% |
$4.33K - $4.64K
|
53.1K
$999K
|
|
|
Apr 13, 2022
Q1 2022
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
169+ 0.17% |
$3.22K - $3.45K
|
102K
$1.93M
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
111+ 0.5% |
$2.12K - $2.27K
|
22.2K
$417K
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6+ 0.04% |
$114 - $123
|
15.6K
$293K
|
|
|
Apr 26, 2022
Q1 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
1+ 0.07% |
$19.1 - $20.4
|
1.48K
$27.8K
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-56- 0.3% |
$1.07K - $1.14K
|
18.8K
$353K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-147- 25.3% |
$2.8K - $3K
|
434
$8.16K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-313- 0.96% |
$5.97K - $6.39K
|
32.3K
$607K
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-412- 1.23% |
$7.85K - $8.41K
|
33.1K
$622K
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
SELL
|
- |
-420- 3.75% |
$8.01K - $8.58K
|
10.8K
$202K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-500Closed |
$9.53K - $10.2K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-750- 7.59% |
$14.3K - $15.3K
|
9.13K
$172K
|
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1K- 6.8% |
$19.1K - $20.4K
|
13.7K
$258K
|
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-1.43KClosed |
$27.2K - $29.1K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.6KClosed |
$30.5K - $32.7K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
SELL
|
- |
-1.62K- 5.97% |
$30.9K - $33.1K
|
25.5K
$480K
|
|
|
Apr 25, 2022
Q1 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-1.65K- 0.47% |
$31.4K - $33.7K
|
346K
$6.51M
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.78KClosed |
$34K - $36.4K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.99K- 2.63% |
$37.9K - $40.6K
|
73.7K
$1.38M
|
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.31K- 13.28% |
$44.1K - $47.2K
|
15.1K
$284K
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.35K- 7.13% |
$44.8K - $48K
|
30.6K
$575K
|
|
|
Jul 13, 2022
Q1 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-2.47K- 7.91% |
$47.1K - $50.4K
|
28.8K
$541K
|
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-3.42K- 10.05% |
$65.1K - $69.7K
|
30.6K
$574K
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.62KClosed |
$69K - $73.9K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.35K- 0.2% |
$82.9K - $88.8K
|
2.21M
$41.6M
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4.71K- 13.49% |
$89.8K - $96.2K
|
30.2K
$568K
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-10.9K- 41.94% |
$208K - $223K
|
15.1K
$284K
|
|
|
May 02, 2022
Q1 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-13.1K- 40.29% |
$250K - $267K
|
19.4K
$365K
|
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-13.3KClosed |
$253K - $271K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Wespac Advisors, LLC
|
SELL
|
- |
-16.9K- 23.82% |
$323K - $346K
|
54.1K
$1.02M
|
|
|
May 10, 2022
Q1 2022
|
Strategic Advisors LLC
|
SELL
|
- |
-20.3KClosed |
$386K - $414K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
1776 Wealth LLC
|
SELL
|
- |
-20.5K- 10.62% |
$391K - $418K
|
173K
$3.24M
|
|
|
May 25, 2022
Q1 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-22.6K- 7.83% |
$432K - $462K
|
267K
$5.01M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-30.8KClosed |
$588K - $630K
|
0
$0
|
|
|
Apr 06, 2022
Q1 2022
|
First Hawaiian Bank
|
SELL
|
- |
-37KClosed |
$704K - $755K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-42.4KClosed |
$809K - $866K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-59.5KClosed |
$1.13M - $1.22M
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Essex LLC
|
SELL
|
- |
-69.9K- 8.95% |
$1.33M - $1.43M
|
711K
$13.4M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-70.7K- 23.3% |
$1.35M - $1.44M
|
233K
$4.38M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-108K- 41.85% |
$2.06M - $2.21M
|
150K
$2.83M
|