Who owns First Tr Exch Traded Fd Iii cmn?
- Ticker: FPEI
- CUSIP Number: 33739p855
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Analyze quarterly positions in First Tr Exch Traded Fd Iii cmn with up to 7 years of data, all consolidated into one spreadsheet
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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 |
---|---|---|---|---|---|
Morgan Stanley | 12M | $214M | -1% | Jun 2024 |
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Bank of America Corporation | 4.9M | $94M | 9% | Sep 2024 |
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Royal Bank of Canada | 2.9M | $56M | -5% | Sep 2024 |
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LPL Financial | 2.9M | $55M | 1% | Sep 2024 |
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Chas. P. Smith & Associates, PA, CPA's | 2.1M | $40M | 0% | Sep 2024 |
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Envestnet Asset Management | 2.0M | $39M | 46% | Sep 2024 |
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Raymond James Financial Services Advisors | 1.1M | $20M | 38% | Sep 2024 |
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Citizens Business Bank | 974k | $18M | 0% | Sep 2024 |
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Key FInancial | 968k | $19M | 8% | Sep 2024 |
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Jpmorgan Chase & Co | 934k | $18M | 202% | Sep 2024 |
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Essex | 877k | $17M | -1% | Sep 2024 |
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Advisor Group Holdings | 775k | $15M | 27% | Sep 2024 |
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Branch Banking & Trust Company | 764k | $14M | 4% | Jun 2024 |
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Adamsbrown Wealth Consultants | 658k | $13M | 6% | Sep 2024 |
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Fukoku Mutual Life Insurance | 620k | $12M | 0% | Sep 2024 |
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Citizens Financial Group | 618k | $12M | 38% | Sep 2024 |
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Renaissance Technologies | 545k | $10M | 56% | Sep 2024 |
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Raymond James & Associates | 491k | $9.4M | -4% | Sep 2024 |
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Elevated Capital Advisors | 406k | $7.7M | -1% | Sep 2024 |
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Cetera Investment Advisers | 396k | $7.3M | 9% | Jun 2024 |
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Signature Securities Group Corporation | 305k | $5.8M | 16% | Sep 2024 |
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Commonwealth Equity Services | 267k | $5.1M | 8% | Sep 2024 |
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Integral Investment Advisors | 262k | $4.8M | -2% | Jun 2024 |
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Stifel Financial | 247k | $4.5M | 6% | Jun 2024 |
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Vista Investment Management | 230k | $4.2M | 5% | Jun 2024 |
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Kingsview Wealth Management | 226k | $4.3M | 2% | Sep 2024 |
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Summit Wealth Partners | 179k | $3.4M | 62% | Sep 2024 |
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Welch & Forbes | 176k | $3.3M | 0% | Sep 2024 |
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Shelton Wealth Management | 170k | $3.2M | -6% | Sep 2024 |
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Zrc Wealth Management | 167k | $3.2M | 7% | Sep 2024 |
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Miracle Mile Advisors | 155k | $3.0M | -6% | Sep 2024 |
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Private Advisor | 155k | $3.0M | 5% | Sep 2024 |
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1776 Wealth | 153k | $2.9M | -5% | Sep 2024 |
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Beacon Financial | 152k | $2.9M | -4% | Sep 2024 |
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Rockefeller Capital Management | 148k | $2.7M | 2% | Jun 2024 |
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CWM | 138k | $2.6M | 121% | Sep 2024 |
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Equitable Holdings | 134k | $2.5M | 388% | Jun 2024 |
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Wedbush Morgan Securities | 132k | $2.5M | -1% | Sep 2024 |
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Wayfinding Financial | 125k | $2.4M | 14% | Sep 2024 |
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GUNN & Co INVESTMENT MANAGEMENT | 124k | $2.4M | -2% | Sep 2024 |
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Principal Securities | 123k | $2.3M | 71% | Sep 2024 |
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Sutton Place Investors | 115k | $2.2M | 1% | Sep 2024 |
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J.w. Cole Advisors | 104k | $2.0M | 31% | Sep 2024 |
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Financial Advocates Investment Management | 102k | $1.9M | -13% | Sep 2024 |
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Janney Montgomery Scott | 98k | $1.9M | -13% | Sep 2024 |
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Platform Technology Partners | 87k | $1.7M | -3% | Sep 2024 |
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Western Wealth Management | 85k | $1.6M | 90% | Sep 2024 |
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Keebeck Wealth Management | 83k | $1.5M | 50% | Jun 2024 |
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HighTower Advisors | 83k | $1.5M | -2% | Jun 2024 |
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Walker Asset Management | 82k | $1.6M | -8% | Sep 2024 |
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 81k | $1.5M | -2% | Sep 2024 |
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Goss Wealth Management | 80k | $1.5M | 1% | Jun 2024 |
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Princeton Global Asset Management | 78k | $1.5M | 0% | Sep 2024 |
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Jane Street | 77k | $1.5M | 100% | Sep 2024 |
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Wealthcare Advisory Partners | 76k | $1.5M | -14% | Sep 2024 |
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Sigma Planning | 75k | $1.4M | -1% | Sep 2024 |
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Brian McDonald | 74k | $1.4M | 32% | Sep 2024 |
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First Trust Advisors | 74k | $1.4M | -51% | Sep 2024 |
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Lakeridge Wealth Management | 72k | $1.4M | 0% | Sep 2024 |
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Steward Partners Investment Advisory | 72k | $1.3M | 0% | Jun 2024 |
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Nations Financial Group | 71k | $1.4M | -4% | Sep 2024 |
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Park Avenue Securities | 66k | $1.3M | 26% | Sep 2024 |
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United Capital Management of KS | 59k | $1.1M | -7% | Sep 2024 |
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Stratos Wealth Partners | 56k | $1.1M | 13% | Sep 2024 |
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Twin Peaks Wealth Advisors | 53k | $1.0M | -13% | Sep 2024 |
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Gladstone Institutional Advisory | 53k | $1.0M | 0% | Sep 2024 |
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Ashton Thomas Private Wealth | 53k | $1.0M | 7% | Sep 2024 |
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Cambridge Investment Research Advisors | 52k | $994k | 1% | Sep 2024 |
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Kestra Private Wealth Services | 50k | $953k | -6% | Sep 2024 |
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RFG Advisory | 48k | $924k | -9% | Sep 2024 |
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National Asset Management | 46k | $844k | 13% | Jun 2024 |
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Envestnet Portfolio Solutions | 46k | $874k | 65% | Sep 2024 |
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ICA Group Wealth Management | 46k | $841k | -53% | Jun 2024 |
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Jaffetilchin Investment Partners | 45k | $858k | 1% | Sep 2024 |
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Magnus Financial Group | 44k | $842k | -6% | Sep 2024 |
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Prospera Financial Services | 43k | $817k | 4% | Sep 2024 |
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Mirae Asset Global Investments | 42k | $799k | 140% | Sep 2024 |
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IFP Advisors | 41k | $760k | 1% | Jun 2024 |
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Forum Private Client Group | 38k | $724k | -1% | Sep 2024 |
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Arkadios Wealth Advisors | 38k | $716k | -27% | Sep 2024 |
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Inscription Capital | 35k | $672k | 6% | Sep 2024 |
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Intl Fcstone | 35k | $668k | -14% | Sep 2024 |
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Mariner Wealth Advisors | 35k | $659k | 0% | Sep 2024 |
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Maia Wealth | 34k | $649k | -29% | Sep 2024 |
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Snowden Capital Advisors | 34k | $650k | 139% | Sep 2024 |
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Beacon Financial Advisory | 33k | $628k | 35% | Sep 2024 |
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Us Bancorp | 32k | $614k | 52% | Sep 2024 |
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SlateStone Wealth | 30k | $572k | 0% | Sep 2024 |
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Clarus Wealth Advisors | 30k | $566k | -1% | Sep 2024 |
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Synovus Financial Corp. | 30k | $569k | 53% | Sep 2024 |
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Trustmark National Bank - Trust Department | 30k | $564k | 5% | Sep 2024 |
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Colony | 30k | $1.7M | 100% | Sep 2024 |
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Sanctuary Advisors | 29k | $514k | 100% | Jun 2024 |
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Atria Wealth Solutions | 28k | $532k | 149% | Sep 2024 |
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Kestra Advisory Services | 27k | $521k | 73% | Sep 2024 |
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Kovack Advisors | 27k | $521k | -13% | Sep 2024 |
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Spire Wealth Management | 27k | $506k | -3% | Sep 2024 |
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Main Street Financial Solutions | 26k | $494k | 86% | Sep 2024 |
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Silver Oak Securities | 26k | $489k | 68% | Sep 2024 |
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American Institute for Advanced Investment Management | 25k | $483k | 102% | Sep 2024 |
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LFA - Lugano Financial Advisors SA | 24k | $458k | 0% | Sep 2024 |
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Mutual Advisors | 24k | $446k | 16% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 23k | $432k | 113% | Sep 2024 |
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Accel Wealth Management | 21k | $399k | 74% | Sep 2024 |
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Plotkin Financial Advisors | 21k | $398k | -22% | Sep 2024 |
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Aft, Forsyth and Company | 20k | $366k | 1% | Jun 2024 |
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H D Vest Advisory Services | 20k | $365k | -8% | Jun 2024 |
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ARS Wealth Advisors Group | 18k | $346k | 0% | Sep 2024 |
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Mercer Global Advisors | 18k | $329k | 0% | Jun 2024 |
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McElhenny Sheffield Capital Management | 18k | $337k | 0% | Sep 2024 |
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McAdam | 17k | $330k | 100% | Sep 2024 |
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Atria Investments | 17k | $321k | -1% | Sep 2024 |
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Wagner Wealth Management | 17k | $317k | 0% | Sep 2024 |
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Mml Investors Services | 16k | $312k | 22% | Sep 2024 |
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Concurrent Investment Advisors | 16k | $297k | -51% | Sep 2024 |
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Harbour Investments | 15k | $293k | -30% | Sep 2024 |
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Nbc Securities | 15k | $289k | 50% | Sep 2024 |
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Smith, Moore & Co. | 15k | $285k | 33% | Sep 2024 |
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Koshinski Asset Management | 14k | $273k | -8% | Sep 2024 |
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Greatmark Investment Partners | 13k | $256k | 0% | Sep 2024 |
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We Are One Seven | 13k | $251k | -4% | Sep 2024 |
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Park National Corp | 12k | $237k | 100% | Sep 2024 |
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Balanced Rock Investment Advisors | 12k | $219k | 100% | Jun 2024 |
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Marshall Financial Group | 12k | $225k | 0% | Sep 2024 |
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Kingswood Wealth Advisors | 12k | $220k | 0% | Sep 2024 |
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Castle Wealth Management | 11k | $205k | -2% | Sep 2024 |
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Jacobi Capital Management | 11k | $194k | -5% | Jun 2024 |
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Private Trust Co Na | 7.9k | $146k | -25% | Jun 2024 |
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Dunhill Financial | 5.5k | $105k | 0% | Sep 2024 |
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ZB | 5.0k | $95k | 0% | Sep 2024 |
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Wells Fargo & Company | 4.9k | $93k | 384% | Sep 2024 |
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Raleigh Capital Management | 4.1k | $78k | -44% | Sep 2024 |
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Paladin Advisory Group | 4.0k | $77k | 0% | Sep 2024 |
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CoreCap Advisors | 2.9k | $55k | 100% | Sep 2024 |
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GeoWealth Management | 2.8k | $54k | 100% | Sep 2024 |
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Proequities | 2.4k | $46M | -40% | Sep 2024 |
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Householder Group Estate & Retirement Specialist | 2.2k | $42k | 0% | Sep 2024 |
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AlphaMark Advisors | 2.0k | $38k | 0% | Sep 2024 |
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Sound Income Strategies | 1.7k | $33k | 0% | Sep 2024 |
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Farther Finance Advisors | 1.5k | $29k | 0% | Sep 2024 |
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Westside Investment Management | 1.5k | $28k | 0% | Jun 2024 |
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Global Retirement Partners | 1.2k | $23k | 5% | Sep 2024 |
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Benjamin F. Edwards & Company | 1.1k | $21k | -93% | Jun 2024 |
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Richardson Financial Services | 1.0k | $19k | 54% | Sep 2024 |
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ORG Partners | 1.0k | $19k | 100% | Sep 2024 |
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Bnp Paribas Arbitrage, Snc | 900.00 | $17k | -50% | Sep 2024 |
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Newbridge Financial Services Group | 750.00 | $14k | 0% | Sep 2024 |
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Toth Financial Advisory Corporation | 558.00 | $11k | 1% | Sep 2024 |
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Geneos Wealth Management | 371.00 | $6.8k | 0% | Jun 2024 |
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Capital Investment Advisory Services | 300.00 | $5.7k | 0% | Sep 2024 |
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Who sold out of First Tr Exch Traded Fd Iii cmn?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
TKG Advisors | Jun 2024 | 237k | $4.4M |
Old Mission Capital | Mar 2024 | 94k | $1.7M |
Win Advisors | Jun 2024 | 63k | $1.2M |
Soltis Investment Advisors | Mar 2024 | 34k | $593k |
Ausdal Financial Partners | Jun 2024 | 11k | $209k |
Wedmont Private Capital | Jun 2024 | 10k | $187k |
Susquehanna International | Jun 2024 | 10k | $184k |
International Assets Investment Management | Jun 2024 | 8.5k | $157k |
Benjamin Edwards | Jun 2024 | 3.3k | $60k |
Kelly Financial Services | Jun 2024 | 724.00 | $13k |
Gradient Investments | Jun 2024 | 667.00 | $12k |
FTB Advisors | Jun 2024 | 657.00 | $12k |
Assetmark | Jun 2024 | 447.00 | $8.2k |
Penserra Capital Management | Jun 2024 | 431.00 | $8.0k |