Purchases and Sales Made in Q4 2024 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 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
Feb 06, 2025 Q4 2024
Raymond James Financial Inc

St. Petersburg, FL
BUY
 -
1.97M
New
$36.6M - $37.5M
1.97M $37M
Jan 23, 2025 Q4 2024
Fifth Third Securities, Inc.

BUY
 -
348K
New
$6.47M - $6.62M
348K $6.54M
Jan 23, 2025 Q4 2024
Synergy Asset Management, LLC

Bellevue, WA
BUY
 -
264K
New
$4.92M - $5.04M
264K $4.97M
Feb 03, 2025 Q4 2024
Marshall Investment Management, LLC

Littleton, CO
BUY
 -
182K
New
$3.39M - $3.47M
182K $3.42M
Feb 03, 2025 Q4 2024
Integral Investment Advisors, Inc.

BUY
 -
140K
+ 49.48%
$2.6M - $2.66M
422K $7.94M
Feb 03, 2025 Q4 2024
Winebrenner Capital Management LLC

Louisville, KY
BUY
 -
122K
New
$2.28M - $2.33M
122K $2.3M
Feb 05, 2025 Q4 2024
Veridan Wealth LLC

West Linn, OR
BUY
 -
119K
New
$2.22M - $2.27M
119K $2.24M
Jan 24, 2025 Q4 2024
Adamsbrown Wealth Consultants LLC

BUY
 -
104K
+ 15.78%
$1.93M - $1.98M
762K $14.3M
Feb 07, 2025 Q4 2024
Independent Advisor Alliance

BUY
 -
63.8K
New
$1.19M - $1.22M
63.8K $1.2M
Jan 24, 2025 Q4 2024
Mc Adam, LLC

BUY
 -
52.4K
+ 302.63%
$976K - $998K
69.7K $1.31M
Jan 30, 2025 Q4 2024
Hickory Asset Management, Inc.

Concord, OH
BUY
 -
48.6K
New
$905K - $926K
48.6K $914K
Jan 08, 2025 Q4 2024
Park National Corp

BUY
 -
48.6K
+ 391.77%
$905K - $925K
61K $1.15M
Jan 21, 2025 Q4 2024
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
47K
+ 96.98%
$875K - $895K
95.4K $1.79M
Jan 31, 2025 Q4 2024
Truist Financial Corp

BUY
 -
41.9K
+ 4.09%
$780K - $798K
1.07M $20M
Jan 21, 2025 Q4 2024
Smith Chas P & Associates Pa Cpas

BUY
 -
39K
+ 1.84%
$727K - $744K
2.16M $40.6M
Jan 31, 2025 Q4 2024
Signature Securities Group Corporation

BUY
 -
38.6K
+ 12.68%
$719K - $736K
343K $6.45M
Jan 30, 2025 Q4 2024
Bxm Wealth LLC

Englewood, CO
BUY
 -
33.5K
New
$624K - $638K
33.5K $630K
Feb 06, 2025 Q4 2024
Vestmark Advisory Solutions, Inc.

BUY
 -
31.5K
New
$586K - $600K
31.5K $592K
Jan 28, 2025 Q4 2024
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
29.3K
+ 12.99%
$546K - $559K
255K $4.79M
Jan 24, 2025 Q4 2024
Flavin Financial Services, Inc.

Melbourne, FL
BUY
 -
29K
New
$541K - $553K
29K $546K
Feb 06, 2025 Q4 2024
Assetmark, Inc

BUY
 -
28K
New
$521K - $533K
28K $526K
Feb 07, 2025 Q4 2024
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
25.3K
+ 3.27%
$471K - $482K
800K $15M
Jan 28, 2025 Q4 2024
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
24.6K
+ 14.76%
$458K - $468K
191K $3.59M
Feb 04, 2025 Q4 2024
Cwm, LLC

BUY
 -
21.5K
+ 15.53%
$400K - $409K
160K $3.01M
Jan 14, 2025 Q4 2024
Park Avenue Securities LLC

BUY
 -
20.7K
+ 31.55%
$386K - $395K
86.4K $1.62M
Jan 17, 2025 Q4 2024
Janney Montgomery Scott LLC

BUY
 -
19.7K
+ 20.12%
$367K - $375K
118K $2.21M
Jan 27, 2025 Q4 2024
Mirae Asset Global Investments Co., Ltd.

BUY
 -
17.4K
+ 41.31%
$323K - $331K
59.4K $1.12M
Jan 15, 2025 Q4 2024
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
16K
New
$298K - $305K
16K $301K
Jan 30, 2025 Q4 2024
Principal Securities, Inc.

Des Moines, IA
BUY
 -
14.4K
+ 11.69%
$268K - $274K
137K $2.58M
Jan 21, 2025 Q4 2024
Castleview Partners, LLC

Dallas, TX
BUY
 -
13.1K
New
$243K - $249K
13.1K $245K
Jan 27, 2025 Q4 2024
Beacon Financial Advisory LLC

BUY
 -
12.3K
+ 37.23%
$228K - $234K
45.2K $850K
Feb 06, 2025 Q4 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
11.8K
+ 22.27%
$219K - $224K
64.7K $1.22M
Jan 22, 2025 Q4 2024
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
8.35K
+ 72.29%
$155K - $159K
19.9K $374K
Jan 17, 2025 Q4 2024
Magnus Financial Group LLC

New York, NY
BUY
 -
8.14K
+ 18.44%
$152K - $155K
52.3K $983K
Jan 27, 2025 Q4 2024
Financial Advocates Investment Management

Olympia, WA
BUY
 -
7.42K
+ 7.26%
$138K - $141K
110K $2.06M
Feb 06, 2025 Q4 2024
Steward Partners Investment Advisory, LLC

BUY
 -
6.07K
+ 8.11%
$113K - $116K
81K $1.52M
Jan 30, 2025 Q4 2024
J.W. Cole Advisors, Inc.

BUY
 -
5.73K
+ 5.52%
$107K - $109K
110K $2.06M
Jan 27, 2025 Q4 2024
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
4.8K
+ 18.66%
$89.3K - $91.4K
30.5K $574K
Jan 30, 2025 Q4 2024
Lakeridge Wealth Management LLC

Mentor, OH
BUY
 -
3.3K
+ 4.6%
$61.5K - $62.9K
75.1K $1.41M
Jan 30, 2025 Q4 2024
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
2.54K
+ 3.56%
$47.2K - $48.3K
73.7K $1.39M
Feb 03, 2025 Q4 2024
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
2.34K
+ 3.14%
$43.6K - $44.6K
76.9K $1.45M
Jan 31, 2025 Q4 2024
Global Retirement Partners, LLC

BUY
 -
1.83K
+ 151.53%
$34.1K - $34.8K
3.04K $57.1K
Feb 05, 2025 Q4 2024
Private Trust CO Na

BUY
 -
1.36K
+ 17.2%
$25.4K - $26K
9.29K $175K
Feb 07, 2025 Q4 2024
High Tower Advisors, LLC

Chicago, IL
BUY
 -
1.23K
+ 0.91%
$22.8K - $23.4K
136K $2.56M
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
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

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