Purchases and Sales Made in Q3 2023 in First Tr ETF Iii Instl Pfd Sec (FPEI)

FPEI Quotes by TradingView

This table provides information about the institutional ownership of First Tr ETF Iii Instl Pfd Sec (FPEI) during Q3 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
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
2.48M
+ 28.87%
$41.8M - $42.8M
11.1M $208M
Nov 09, 2023 Q3 2023
Ubs Group Ag

BUY
 -
1.56M
+ 32.4%
$26.2M - $26.9M
6.36M $120M
Nov 09, 2023 Q3 2023
Fukoku Mutual Life Insurance CO

BUY
 -
620K
New
$10.4M - $10.7M
620K $11.7M
Sep 04, 2024 Q3 2023
Stonebridge Advisors LLC

Wilton, CT
BUY
 -
578K
New
$9.72M - $9.97M
578K $10.9M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
322K
+ 15.32%
$5.42M - $5.56M
2.42M $45.6M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
265K
+ 67.68%
$4.45M - $4.57M
656K $12.3M
Oct 05, 2023 Q3 2023
Integral Investment Advisors, Inc.

BUY
 -
211K
New
$3.55M - $3.64M
211K $3.97M
Nov 01, 2023 Q3 2023
Key F Inancial Inc

BUY
 -
171K
+ 66.29%
$2.87M - $2.94M
428K $8.05M
Oct 25, 2023 Q3 2023
Miracle Mile Advisors, LLC

BUY
 -
166K
+ 11.62%
$2.79M - $2.86M
1.59M $29.9M
Nov 21, 2023 Q3 2023
Gunn & CO Investment Management, Inc.

Jacksonville, FL
BUY
 -
123K
New
$2.07M - $2.12M
123K $2.31M
Nov 14, 2023 Q3 2023
Truist Financial Corp

BUY
 -
81.5K
+ 23.04%
$1.37M - $1.41M
436K $8.19M
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
50.1K
New
$843K - $864K
50.1K $942K
Nov 14, 2023 Q3 2023
Wedbush Securities Inc

BUY
 -
40K
+ 59.59%
$673K - $690K
107K $2.01M
Nov 14, 2023 Q3 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
27.2K
+ 13.84%
$458K - $470K
224K $4.21M
Oct 19, 2023 Q3 2023
Evanson Asset Management, LLC

BUY
 -
25K
New
$421K - $431K
25K $470K
Oct 10, 2023 Q3 2023
Magnus Financial Group LLC

New York, NY
BUY
 -
23.3K
+ 6.55%
$392K - $402K
379K $7.13M
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

BUY
 -
19.9K
+ 20.85%
$335K - $343K
115K $2.17M
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
18.7K
+ 1182.81%
$315K - $323K
20.3K $382K
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
BUY
 -
18.5K
New
$311K - $319K
18.5K $347K
Oct 24, 2023 Q3 2023
Adamsbrown Wealth Consultants LLC

BUY
 -
17.1K
+ 3.13%
$288K - $296K
564K $10.6M
Nov 14, 2023 Q3 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
15.3K
+ 25.72%
$258K - $264K
74.9K $1.41M
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
15K
+ 32.85%
$252K - $258K
60.5K $1.14M
Nov 13, 2023 Q3 2023
Stonebridge Advisors LLC

Wilton, CT
BUY
 -
14.4K
New
$242K - $248K
14.4K $270K
Nov 01, 2023 Q3 2023
Black Diamond Wealth Management Inc.

BUY
 -
13.6K
+ 100.13%
$228K - $234K
27.1K $509K
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
13.3K
New
$224K - $230K
13.3K $250K
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
12.4K
+ 12.95%
$208K - $213K
108K $2.03M
Nov 08, 2023 Q3 2023
Spire Wealth Management

BUY
 -
12.3K
+ 26.47%
$207K - $212K
58.8K $1.11M
Oct 27, 2023 Q3 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
12.2K
+ 18.37%
$205K - $210K
78.5K $1.48M
Nov 13, 2023 Q3 2023
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
11.7K
New
$197K - $202K
11.7K $220K
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

BUY
 -
11.3K
+ 27.5%
$190K - $194K
52.3K $983K
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
10.4K
New
$176K - $180K
10.4K $196K
Nov 02, 2023 Q3 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
9.6K
+ 12.56%
$161K - $166K
86K $1.62M
Oct 16, 2023 Q3 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
9.43K
+ 20.16%
$159K - $163K
56.2K $1.06M
Oct 12, 2023 Q3 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
8.99K
+ 28.48%
$151K - $155K
40.6K $763K
Nov 13, 2023 Q3 2023
Vista Investment Management

Pittsburgh, PA
BUY
 -
8.71K
+ 6.92%
$146K - $150K
135K $2.53M
Nov 07, 2023 Q3 2023
Western Wealth Management, LLC

BUY
 -
8.04K
+ 29.04%
$135K - $139K
35.7K $672K
Nov 08, 2023 Q3 2023
Janney Montgomery Scott LLC

BUY
 -
7.91K
+ 1.44%
$133K - $136K
559K $10.5M
Oct 19, 2023 Q3 2023
Kovack Advisors, Inc.

BUY
 -
7.12K
+ 20.54%
$120K - $123K
41.8K $785K
Apr 19, 2024 Q3 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
6.73K
+ 18.56%
$113K - $116K
43K $808K
Nov 13, 2023 Q3 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
5.07K
+ 1.85%
$85.3K - $87.5K
280K $5.25M
Sep 11, 2024 Q3 2023
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
4.56K
+ 17.28%
$76.7K - $78.7K
31K $582K
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
4.43K
+ 0.85%
$74.5K - $76.4K
527K $9.9M
Oct 17, 2023 Q3 2023
Elevated Capital Advisors, LLC

Sandy, UT
BUY
 -
3.74K
+ 0.97%
$63K - $64.6K
390K $7.34M
Oct 24, 2023 Q3 2023
Stratos Wealth Partners, Ltd.

BUY
 -
1.94K
+ 4.23%
$32.6K - $33.4K
47.7K $898K
Nov 13, 2023 Q3 2023
Prospera Financial Services Inc

BUY
 -
1.83K
+ 5.72%
$30.8K - $31.6K
33.9K $637K
Nov 13, 2023 Q3 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
1.69K
+ 2.35%
$28.4K - $29.2K
73.5K $1.38M
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

BUY
 -
1.64K
+ 4.05%
$27.6K - $28.3K
42.1K $792K
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
1.39K
+ 1.67%
$23.4K - $24K
84.7K $1.59M
Oct 27, 2023 Q3 2023
Dunhill Financial, LLC

London, X0
BUY
 -
1.28K
+ 3.22%
$21.5K - $22K
41K $770K

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