Marshall Investment Management, LLC First Tr ETF Iii Instl Pfd Sec Transaction History

Marshall Investment Management, LLC

  • $21 Billion
  • Q2 2025

A detailed history of Marshall Investment Management, LLC transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Marshall Investment Management, LLC holds 12,570 shares of FPEI stock, worth $244,486. This represents 1.13% of its overall portfolio holdings.

Number of Shares
12,570
Previous 157,523 92.02%
Holding current value
$244,486
Previous $2.95 Billion 91.9%
% of portfolio
1.13%
Previous 1.83%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$17.99 - $18.99 $2.61 Million - $2.75 Million
-144,953 Reduced 92.02%
12,570 $239 Million
Q1 2025

May 07, 2025
SELL
$18.54 - $18.88 $453,432 - $461,748
-24,457 Reduced 13.44%
157,523 $2.95 Billion
Q4 2024

Feb 03, 2025
BUY
$18.62 - $19.05 $3.39 Million - $3.47 Million
181,980 New
181,980 $3.47 Billion

Others Institutions Holding FPEI

# of Institutions
191
Shares Held
69.5M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF III INSTL PFD SEC

FPEI Quotes by TradingView
  • Ticker FPEI
  • Sector ETFs
  • Industry ETFs
More about FPEI
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