Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.37M+ 28.95% |
$61.9M - $64.3M
|
15M
$282M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.81M+ 2270.06% |
$33.2M - $34.5M
|
1.89M
$35.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
645K+ 46.44% |
$11.8M - $12.3M
|
2.03M
$38.2M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
625K+ 202.4% |
$11.5M - $11.9M
|
934K
$17.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
625K+ 202.4% |
$11.5M - $11.9M
|
934K
$17.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
577K+ 7.83% |
$10.6M - $11M
|
7.95M
$149M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
424K+ 9.38% |
$7.79M - $8.09M
|
4.95M
$93M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
297K+ 38.48% |
$5.45M - $5.67M
|
1.07M
$20.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
260K+ 33.98% |
$4.77M - $4.96M
|
1.02M
$19.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
205K+ 49.2% |
$3.77M - $3.91M
|
622K
$11.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
196K+ 56.03% |
$3.59M - $3.74M
|
545K
$10.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
172K+ 38.49% |
$3.15M - $3.28M
|
618K
$11.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
171K+ 28.27% |
$3.13M - $3.26M
|
775K
$14.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
127KNew |
$2.33M - $2.43M
|
127K
$2.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
111K+ 28.13% |
$2.05M - $2.13M
|
507K
$9.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
99.5K+ 43.13% |
$1.83M - $1.9M
|
330K
$6.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
77KNew |
$1.41M - $1.47M
|
77K
$1.45M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
75.8K+ 121.14% |
$1.39M - $1.45M
|
138K
$2.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
74.5K+ 8.34% |
$1.37M - $1.42M
|
968K
$18.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
71.3K+ 28.94% |
$1.31M - $1.36M
|
318K
$5.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
69.2K+ 2950.79% |
$1.27M - $1.32M
|
71.5K
$1.34M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
68.1K+ 61.57% |
$1.25M - $1.3M
|
179K
$3.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
54.1K+ 72.59% |
$993K - $1.03M
|
129K
$2.42M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
52.2K+ 63.29% |
$959K - $996K
|
135K
$2.53M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
51.2K+ 71.37% |
$940K - $976K
|
123K
$2.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
42.5K+ 16.23% |
$781K - $812K
|
305K
$5.73M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
42.1K+ 1.48% |
$772K - $803K
|
2.88M
$54.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
40.3K+ 89.95% |
$740K - $769K
|
85.1K
$1.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
37.7K+ 6.07% |
$692K - $719K
|
658K
$12.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
27.2K+ 32.87% |
$498K - $518K
|
110K
$2.06M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
24.6K+ 30.98% |
$451K - $469K
|
104K
$1.95M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
24.5K+ 140.11% |
$450K - $468K
|
42K
$790K
|
|
|
Nov 14, 2024
Q3 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
20.8KNew |
$383K - $398K
|
20.8K
$392K
|
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
20.7K+ 7.9% |
$380K - $394K
|
282K
$5.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
19.8K+ 139.21% |
$364K - $379K
|
34.1K
$641K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.6K+ 7.91% |
$359K - $374K
|
267K
$5.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
18K+ 64.78% |
$331K - $344K
|
45.9K
$862K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
17.9K+ 32.08% |
$329K - $342K
|
73.8K
$1.39M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
17.3KNew |
$318K - $330K
|
17.3K
$326K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
16.7K+ 149.22% |
$306K - $318K
|
27.9K
$524K
|
|
|
Nov 04, 2024
Q3 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
15.5K+ 14.15% |
$284K - $295K
|
125K
$2.34M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
15.1KNew |
$278K - $289K
|
15.1K
$285K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
14.4K+ 10.79% |
$265K - $275K
|
148K
$2.79M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
13.8KNew |
$253K - $263K
|
13.8K
$259K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
13.8KNew |
$253K - $263K
|
13.8K
$259K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
13.7K+ 26.4% |
$252K - $262K
|
65.7K
$1.24M
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
12.8K+ 101.99% |
$235K - $244K
|
25.4K
$477K
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
BUY
|
- |
12.4KNew |
$228K - $237K
|
12.4K
$233K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12K+ 112.7% |
$220K - $229K
|
22.6K
$426K
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
11.9K+ 5.16% |
$218K - $227K
|
242K
$4.55M
|