A detailed history of American Institute For Advanced Investment Management, LLP transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, American Institute For Advanced Investment Management, LLP holds 25,350 shares of FPEI stock, worth $474,805. This represents 0.34% of its overall portfolio holdings.

Number of Shares
25,350
Previous 12,550 101.99%
Holding current value
$474,805
Previous $230,000 110.0%
% of portfolio
0.34%
Previous 0.18%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024

BUY
$18.36 - $19.08 $235,008 - $244,223
12,800 Added 101.99%
25,350 $483,000
Q2 2024

Jul 23, 2024

SELL
$17.91 - $18.43 $24,178 - $24,880
-1,350 Reduced 9.71%
12,550 $230,000
Q4 2023

Jan 23, 2024

SELL
$16.46 - $17.9 $80,110 - $87,119
-4,867 Reduced 25.93%
13,900 $247,000
Q3 2023

Oct 31, 2023

SELL
$16.82 - $17.25 $497,199 - $509,910
-29,560 Reduced 61.17%
18,767 $316,000
Q2 2023

Jul 26, 2023

SELL
$16.43 - $16.99 $300,488 - $310,730
-18,289 Reduced 27.45%
48,327 $814,000
Q1 2023

Apr 28, 2023

SELL
$16.1 - $18.84 $460,653 - $539,050
-28,612 Reduced 30.05%
66,616 $1.12 Million
Q4 2022

Feb 27, 2023

BUY
$17.15 - $18.04 $133,992 - $140,946
7,813 Added 8.94%
95,228 $1.7 Million
Q4 2022

Jan 19, 2023

BUY
$17.15 - $18.04 $1.5 Million - $1.58 Million
87,415 New
87,415 $0

Others Institutions Holding FPEI

About FIRST TR ETF III INSTL PFD SEC


  • Ticker FPEI
  • Sector ETFs
  • Industry ETFs
More about FPEI
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