Institutional shares held 71.5 Million
0 calls
0 puts
Total value of holdings $1.39B
$0 calls
$0 puts
# of Institutions 204


Latest Institutional Activity in FPEI

Top Purchases

Q4 2025
Park National Corp Shares Held: 115K ($2.23M)
Q4 2025
Park Avenue Securities LLC Shares Held: 50.7K ($983K)
Q4 2025
Advance Capital Management, Inc. Shares Held: 13.4K ($260K)
Q3 2025
Montis Financial, LLC Shares Held: 1.57M ($30.4M)
Q3 2025
Morgan Stanley Shares Held: 16.6M ($321M)

Top Sells

Q4 2025
Qp Wealth Management, LLC Shares Held: 65.2K ($1.26M)
Q4 2025
Lakeridge Wealth Management LLC Shares Held: 78.7K ($1.52M)
Q4 2025
Winebrenner Capital Management LLC Shares Held: 119K ($2.3M)
Q4 2025
Magnus Financial Group LLC Shares Held: 50.9K ($987K)
Q3 2025
Jpmorgan Chase & CO Shares Held: 368K ($7.13M)

About FPEI

Track Institutional and Insider Activities on FPEI

Follow FIRST TR ETF III INSTL PFD SEC and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells FPEI shares.

Notify only if

Insider Trading

Get notified when an First Tr ETF Iii Instl Pfd Sec insider buys or sells FPEI shares.

Notify only if

News

Receive news related to FIRST TR ETF III INSTL PFD SEC

Track Activities on FPEI