Purchases and Sales Made in Q4 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 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
|
- |
1.97MNew |
$36.6M - $37.5M
|
1.97M
$36.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
652K+ 69.85% |
$12.1M - $12.4M
|
1.59M
$29.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
641K+ 22.29% |
$11.9M - $12.2M
|
3.52M
$66M
|
|
|
Feb 12, 2025
Q4 2024
|
Stonebridge Advisors LLC
Wilton, CT |
BUY
|
- |
367KNew |
$6.84M - $7M
|
367K
$6.89M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
348KNew |
$6.47M - $6.62M
|
348K
$6.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
264KNew |
$4.92M - $5.04M
|
264K
$4.96M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
198K+ 74.21% |
$3.69M - $3.78M
|
465K
$8.73M
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
182KNew |
$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
$7.92M
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
122KNew |
$2.28M - $2.33M
|
122K
$2.29M
|
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
119KNew |
$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
|
- |
63.8KNew |
$1.19M - $1.22M
|
63.8K
$1.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
54.5K+ 2.68% |
$1.02M - $1.04M
|
2.09M
$39.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
52.4K+ 302.63% |
$976K - $998K
|
69.7K
$1.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
49.2KNew |
$917K - $938K
|
49.2K
$924K
|
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
48.6KNew |
$905K - $926K
|
48.6K
$912K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
48.6K+ 391.77% |
$905K - $925K
|
61K
$1.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
47K+ 96.98% |
$875K - $895K
|
95.4K
$1.79M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
44.9KNew |
$836K - $856K
|
44.9K
$843K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
42.5K+ 29.14% |
$792K - $810K
|
188K
$3.54M
|
|
|
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
$40.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
38.6K+ 12.68% |
$719K - $736K
|
343K
$6.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
33.5KNew |
$624K - $638K
|
33.5K
$629K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
31.5KNew |
$586K - $600K
|
31.5K
$591K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
29.5K+ 65.58% |
$549K - $562K
|
74.5K
$1.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
29.4K+ 23.58% |
$548K - $560K
|
154K
$2.89M
|
|
|
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
|
- |
29KNew |
$541K - $553K
|
29K
$545K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
28KNew |
$521K - $533K
|
28K
$525K
|
|
|
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 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
24.5K+ 53.4% |
$456K - $466K
|
70.3K
$1.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
21.5K+ 15.53% |
$400K - $409K
|
160K
$3M
|
|
|
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
|
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
18.1KNew |
$337K - $345K
|
18.1K
$339K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
17.5K+ 357.3% |
$325K - $333K
|
22.4K
$420K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
17.4K+ 41.31% |
$323K - $331K
|
59.4K
$1.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
16KNew |
$298K - $305K
|
16K
$300K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
14.4KNew |
$268K - $275K
|
14.4K
$270K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
14.4K+ 11.69% |
$268K - $274K
|
137K
$2.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
13.5K+ 10.2% |
$251K - $257K
|
146K
$2.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
13.1KNew |
$243K - $249K
|
13.1K
$245K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12.3K+ 54.47% |
$230K - $235K
|
35K
$656K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
12.3K+ 37.23% |
$228K - $234K
|
45.2K
$848K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
11.8K+ 22.27% |
$219K - $224K
|
64.7K
$1.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
11.2K+ 73.96% |
$209K - $213K
|
26.3K
$494K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.4KNew |
$194K - $199K
|
10.4K
$196K
|