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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.23K- 7.88% |
$22.5K - $23.4K
|
14.3K
$269K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.24K- 6.25% |
$22.8K - $23.7K
|
18.6K
$350K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.35K- 1.01% |
$24.7K - $25.7K
|
132K
$2.48M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.55K- 1.89% |
$28.5K - $29.6K
|
80.5K
$1.51M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.6K- 40.08% |
$29.4K - $30.6K
|
2.4K
$45.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-2.11K- 0.52% |
$38.7K - $40.2K
|
406K
$7.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.15K- 1.45% |
$39.4K - $41K
|
146K
$2.74M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-2.64K- 5.65% |
$48.5K - $50.4K
|
44.1K
$830K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.97K- 5.61% |
$54.5K - $56.7K
|
50K
$940K
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
SELL
|
- |
-3.03K- 3.37% |
$55.6K - $57.7K
|
86.8K
$1.63M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-3.18K- 43.68% |
$58.5K - $60.8K
|
4.11K
$77.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.23K- 4.34% |
$59.3K - $61.6K
|
71.2K
$1.34M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.98K- 12.7% |
$73K - $75.8K
|
27.3K
$514K
|
|
|
Nov 04, 2024
Q3 2024
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-4.45K- 7.05% |
$81.7K - $84.9K
|
58.7K
$1.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.59K- 8.66% |
$84.3K - $87.6K
|
48.4K
$911K
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-5.88K- 14.39% |
$108K - $112K
|
35K
$658K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-5.89K- 3.73% |
$108K - $112K
|
152K
$2.85M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.04K- 13.15% |
$111K - $115K
|
39.9K
$750K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6.73K- 30.49% |
$124K - $128K
|
15.3K
$289K
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
SELL
|
- |
-7.16K- 0.81% |
$131K - $137K
|
877K
$16.5M
|
|
|
Nov 06, 2024
Q3 2024
|
1776 Wealth LLC
|
SELL
|
- |
-7.37K- 4.59% |
$135K - $141K
|
153K
$2.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-7.45K- 37.35% |
$137K - $142K
|
12.5K
$235K
|
|
|
Oct 22, 2024
Q3 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-7.47K- 8.31% |
$137K - $142K
|
82.4K
$1.55M
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-7.64K- 12.54% |
$140K - $146K
|
53.3K
$1M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-9.77K- 5.93% |
$179K - $186K
|
155K
$2.91M
|
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-10.2K- 5.68% |
$188K - $195K
|
170K
$3.19M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-12.1K- 13.72% |
$223K - $231K
|
76.3K
$1.43M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-13.8K- 26.86% |
$253K - $263K
|
37.5K
$706K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-13.8K- 28.64% |
$254K - $264K
|
34.4K
$648K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-15.1K- 12.89% |
$278K - $289K
|
102K
$1.92M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-15.2K- 13.43% |
$279K - $290K
|
97.9K
$1.84M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-16.1K- 50.83% |
$296K - $307K
|
15.6K
$293K
|
|
|
Nov 19, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-16.7K- 1.72% |
$307K - $319K
|
957K
$18M
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-18.5K- 44.83% |
$340K - $354K
|
22.8K
$429K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-20.5K- 4.01% |
$376K - $391K
|
491K
$9.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-153K- 4.95% |
$2.8M - $2.91M
|
2.93M
$55.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-1.99M- 94.16% |
$36.6M - $38M
|
124K
$2.32M
|