Who owns First Tr Exch Traded Fd Iii cmn?
- Ticker: FPEI
- CUSIP Number: 33739p855
Tip: Access positions for across all investors
Analyze quarterly positions in First Tr Exch Traded Fd Iii cmn with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of First Tr Exch Traded Fd Iii cmn stock
Who bought or sold First Tr Exch Traded Fd Iii cmn this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| UBS Group | 6.4M | $115M | 1% | Dec 2023 |
|
| Bank of America Corporation | 4.2M | $75M | 65% | Dec 2023 |
|
| Royal Bank of Canada | 3.4M | $60M | 1% | Dec 2023 |
|
| Chas. P. Smith & Associates, PA, CPA's | 2.1M | $38M | 4% | Mar 2024 |
|
| GUNN & Co INVESTMENT MANAGEMENT | 2.0M | $36M | 100% | Dec 2023 |
|
| Jane Street | 1.1M | $19M | 2732% | Dec 2023 |
|
| Citizens Business Bank | 980k | $18M | 1% | Mar 2024 |
|
| Essex | 898k | $16M | 4% | Dec 2023 |
|
| Key FInancial | 833k | $15M | 95% | Dec 2023 |
|
| Miracle Mile Advisors | 787k | $14M | -21% | Mar 2024 |
|
| Raymond James Financial Services Advisors | 785k | $14M | 8% | Mar 2024 |
|
| Branch Banking & Trust Company | 677k | $12M | 56% | Dec 2023 |
|
| Fukoku Mutual Life Insurance | 620k | $11M | 0% | Dec 2023 |
|
| Adamsbrown Wealth Consultants | 586k | $11M | 4% | Dec 2023 |
|
| Janney Montgomery Scott | 553k | $9.9M | -1% | Dec 2023 |
|
| Raymond James & Associates | 515k | $9.4M | 4% | Mar 2024 |
|
| Advisor Group Holdings | 477k | $8.5M | -27% | Dec 2023 |
|
| Elevated Capital Advisors | 410k | $7.5M | 5% | Mar 2024 |
|
| Jpmorgan Chase & Co | 312k | $5.6M | 100% | Dec 2023 |
|
| Stifel Financial | 259k | $4.6M | -7% | Dec 2023 |
|
| Commonwealth Equity Services | 252k | $4.5M | 0% | Dec 2023 |
|
| Signature Securities Group Corporation | 246k | $4.5M | 12% | Mar 2024 |
|
| Integral Investment Advisors | 226k | $4.0M | 7% | Dec 2023 |
|
| Beacon Financial | 203k | $3.6M | 1% | Dec 2023 |
|
| G&S Capital | 187k | $3.4M | 100% | Mar 2024 |
|
| Kingsview Wealth Management | 184k | $3.3M | 100% | Dec 2023 |
|
| Welch & Forbes | 176k | $3.1M | -2% | Dec 2023 |
|
| Rockefeller Capital Management | 161k | $2.9M | -28% | Dec 2023 |
|
| Baird Financial | 153k | $2.7M | -60% | Dec 2023 |
|
| Zrc Wealth Management | 137k | $2.5M | -12% | Mar 2024 |
|
| Vista Investment Management | 123k | $2.2M | -8% | Dec 2023 |
|
| Streettalk Advisors | 121k | $2.2M | 100% | Dec 2023 |
|
| Private Advisor | 121k | $2.1M | 5% | Dec 2023 |
|
| Wedbush Morgan Securities | 118k | $2.1M | 10% | Dec 2023 |
|
| Sutton Place Investors | 112k | $2.0M | 0% | Mar 2024 |
|
| ICA Group Wealth Management | 106k | $1.9M | 2% | Dec 2023 |
|
| Financial Advocates Investment Management | 93k | $1.7M | 18% | Dec 2023 |
|
| Peterson Wealth Management | 92k | $1.6M | -55% | Dec 2023 |
|
| Walker Asset Management | 90k | $1.6M | 2% | Mar 2024 |
|
| HighTower Advisors | 88k | $1.6M | -31% | Dec 2023 |
|
| Visionary Wealth Advisors | 87k | $1.5M | 100% | Dec 2023 |
|
| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 85k | $1.5M | -1% | Dec 2023 |
|
| Princeton Global Asset Management | 84k | $1.5M | -6% | Dec 2023 |
|
| Cambridge Investment Research Advisors | 82k | $1.5M | -8% | Mar 2024 |
|
| Wealthcare Advisory Partners | 78k | $1.4M | 58% | Mar 2024 |
|
| Nations Financial Group | 74k | $1.3M | 1% | Mar 2024 |
|
| United Capital Management of KS | 69k | $1.2M | -5% | Mar 2024 |
|
| Atria Wealth Solutions | 64k | $1.1M | -20% | Dec 2023 |
|
| Arkadios Wealth Advisors | 58k | $1.0M | -32% | Dec 2023 |
|
| Gladstone Institutional Advisory | 57k | $1.0M | -22% | Dec 2023 |
|
| RFG Advisory | 57k | $1.0M | -2% | Mar 2024 |
|
| Twin Peaks Wealth Advisors | 56k | $1.0M | 14% | Mar 2024 |
|
| Steward Partners Investment Advisory | 55k | $985k | 31% | Dec 2023 |
|
| Spire Wealth Management | 54k | $988k | -4% | Mar 2024 |
|
| CWM | 49k | $892k | 42% | Mar 2024 |
|
| Park Avenue Securities | 46k | $845k | 305% | Mar 2024 |
|
| Ashton Thomas Private Wealth | 46k | $845k | 9% | Mar 2024 |
|
| Phocas Financial | 44k | $402k | 100% | Mar 2024 |
|
| Western Wealth Management | 42k | $755k | 19% | Dec 2023 |
|
| Sigma Planning | 39k | $692k | -50% | Dec 2023 |
|
| Harbour Investments | 38k | $684k | -13% | Dec 2023 |
|
| National Asset Management | 38k | $683k | -6% | Dec 2023 |
|
| Stratos Wealth Partners | 38k | $682k | 5% | Mar 2024 |
|
| IFP Advisors | 38k | $668k | -28% | Dec 2023 |
|
| Forum Private Client Group | 37k | $661k | 100% | Dec 2023 |
|
| Prospera Financial Services | 36k | $641k | 6% | Dec 2023 |
|
| D.A. Davidson & Co. | 35k | $623k | -1% | Dec 2023 |
|
| Inscription Capital | 33k | $598k | 100% | Mar 2024 |
|
| SlateStone Wealth | 30k | $535k | 0% | Dec 2023 |
|
| Lincoln National | 30k | $532k | 1% | Dec 2023 |
|
| Clarus Wealth Advisors | 29k | $529k | -2% | Mar 2024 |
|
| We Are One Seven | 28k | $507k | 100% | Dec 2023 |
|
| Global Assets Advisory | 27k | $1.5M | 100% | Mar 2024 |
|
| Intl Fcstone | 26k | $454k | 0% | Dec 2023 |
|
| LFA - Lugano Financial Advisors SA | 24k | $428k | 0% | Dec 2023 |
|
| Koshinski Asset Management | 24k | $422k | 26% | Dec 2023 |
|
| H D Vest Advisory Services | 22k | $393k | 9% | Dec 2023 |
|
| Key Client Fiduciary Advisors | 22k | $399k | 0% | Mar 2024 |
|
| Aft, Forsyth and Company | 22k | $390k | -18% | Dec 2023 |
|
| Kestra Private Wealth Services | 21k | $370k | 6% | Dec 2023 |
|
| Virtue Capital Management | 20k | $356k | 12% | Dec 2023 |
|
| Benjamin F. Edwards & Company | 19k | $336k | -12% | Dec 2023 |
|
| Hrt Financial | 18k | $317k | 100% | Dec 2023 |
|
| McElhenny Sheffield Capital Management | 18k | $322k | 0% | Mar 2024 |
|
| Mercer Global Advisors | 18k | $314k | -2% | Dec 2023 |
|
| Citadel Advisors | 18k | $314k | 100% | Dec 2023 |
|
| Kingswood Wealth Advisors | 18k | $318k | -1% | Mar 2024 |
|
| Concurrent Investment Advisors | 17k | $304k | 100% | Dec 2023 |
|
| Dunhill Financial | 16k | $293k | -60% | Dec 2023 |
|
| Envestnet Portfolio Solutions | 15k | $270k | 100% | Dec 2023 |
|
| Mutual Advisors | 15k | $261k | 0% | Dec 2023 |
|
| Snowden Capital Advisors | 14k | $253k | 1% | Dec 2023 |
|
| ARS Wealth Advisors Group | 14k | $253k | 100% | Dec 2023 |
|
| Main Street Financial Solutions | 14k | $254k | 100% | Mar 2024 |
|
| American Institute for Advanced Investment Management | 14k | $253k | 0% | Mar 2024 |
|
| Greatmark Investment Partners | 13k | $239k | 4% | Dec 2023 |
|
| Marshall Financial Group | 13k | $227k | -1% | Mar 2024 |
|
| Two Sigma Securities | 12k | $218k | 100% | Dec 2023 |
|
| Ausdal Financial Partners | 12k | $216k | 100% | Mar 2024 |
|
| Castle Wealth Management | 11k | $198k | -12% | Dec 2023 |
|
| Private Trust Co Na | 11k | $194k | 10% | Mar 2024 |
|
| AE Wealth Management | 11k | $189k | 100% | Dec 2023 |
|
| Silver Oak Securities | 10k | $185k | 100% | Dec 2023 |
|
| Nbc Securities | 9.2k | $168k | -1% | Mar 2024 |
|
| Proequities | 5.0k | $89M | 11% | Dec 2023 |
|
| Benjamin Edwards | 4.1k | $73k | 0% | Dec 2023 |
|
| Paladin Advisory Group | 4.0k | $72k | -3% | Dec 2023 |
|
| Wagner Wealth Management | 4.0k | $73k | -77% | Mar 2024 |
|
| Pnc Financial Services | 2.5k | $45k | 100% | Dec 2023 |
|
| Raleigh Capital Management | 2.3k | $40k | -20% | Dec 2023 |
|
| AlphaMark Advisors | 2.0k | $36k | 0% | Mar 2024 |
|
| Global Retirement Partners | 1.8k | $34k | -96% | Mar 2024 |
|
| Sound Income Strategies | 1.7k | $31k | 0% | Mar 2024 |
|
| Westside Investment Management | 1.5k | $27k | 0% | Mar 2024 |
|
| Wells Fargo & Company | 979.00 | $18k | -66% | Dec 2023 |
|
| Aspire Private Capital | 876.00 | $16k | 0% | Mar 2024 |
|
| Newbridge Financial Services Group | 750.00 | $14k | 0% | Mar 2024 |
|
| Capital Investment Advisory Services | 720.00 | $13k | -51% | Mar 2024 |
|
| Toth Financial Advisory Corporation | 543.00 | $9.9k | -57% | Mar 2024 |
|
| Principal Securities | 532.00 | $9.5k | 100% | Dec 2023 |
|
| Penserra Capital Management | 420.00 | $7.0k | -2% | Dec 2023 |
|
| Geneos Wealth Management | 322.00 | $5.7k | 0% | Dec 2023 |
|
| EdgeRock Capital | 227.00 | $4.1k | 100% | Dec 2023 |
|
| Advisory Services Network | 79.00 | $1.4k | 100% | Dec 2023 |
|
| New Millennium Group | 12.00 | $213.999600 | -8% | Dec 2023 |
|
| DHJJ Financial Advisors | 5.00 | $100.000000 | 0% | Mar 2024 |
|
| Creekmur Asset Management | 1.00 | $10.000000 | 100% | Dec 2023 |
|
Who sold out of First Tr Exch Traded Fd Iii cmn?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Kovack Advisors | Dec 2023 | 42k | $744k |
| BlackDiamond Wealth Management | Sep 2023 | 27k | $446k |
| Ameritas Advisory Services | Sep 2023 | 24k | $398k |
| Wambolt & Associates | Sep 2023 | 19k | $318k |
| Wealth Enhancement Advisory Services | Dec 2023 | 19k | $330k |
| Creative Planning | Sep 2023 | 19k | $312k |
| International Assets Investment Management | Dec 2023 | 16k | $293k |
| Stonebridge Advisors | Dec 2023 | 10k | $179k |