Annex Advisory Services, LLC First Tr ETF Iii Instl Pfd Sec Transaction History

Annex Advisory Services, LLC

  • $3.52 Billion
  • Q3 2025

A detailed history of Annex Advisory Services, LLC transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Annex Advisory Services, LLC holds 903,544 shares of FPEI stock, worth $17.5 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares
903,544
Previous 840,952 7.44%
Holding current value
$17.5 Million
Previous $16 Million 9.42%
% of portfolio
0.5%
Previous 0.53%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
BUY
$18.93 - $19.47 $1.18 Million - $1.22 Million
62,592 Added 7.44%
903,544 $17.5 Million
Q2 2025

Jul 11, 2025
BUY
$17.99 - $18.99 $15.1 Million - $16 Million
840,952 New
840,952 $16 Million

Others Institutions Holding FPEI

# of Institutions
204
Shares Held
71.6M
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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