Avantax Advisory Services, Inc. First Tr ETF Iii Instl Pfd Sec Transaction History

Avantax Advisory Services, Inc.

  • $17.6 Billion
  • Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 22,989 shares of FPEI stock, worth $445,526. This represents 0.0% of its overall portfolio holdings.

Number of Shares
22,989
Previous 37,999 39.5%
Holding current value
$445,526
Previous $710,000 38.59%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 08, 2025
SELL
$17.99 - $18.99 $270,029 - $285,039
-15,010 Reduced 39.5%
22,989 $436,000
Q1 2025

May 06, 2025
BUY
$18.54 - $18.88 $231,193 - $235,433
12,470 Added 48.85%
37,999 $710,000
Q4 2024

Feb 07, 2025
BUY
$18.62 - $19.05 $129,017 - $131,997
6,929 Added 37.25%
25,529 $477,000
Q3 2024

Nov 13, 2024
SELL
$18.36 - $19.08 $22,784 - $23,678
-1,241 Reduced 6.25%
18,600 $354,000
Q2 2024

Aug 09, 2024
SELL
$17.91 - $18.43 $29,748 - $30,612
-1,661 Reduced 7.72%
19,841 $364,000
Q1 2024

May 08, 2024
SELL
$17.7 - $18.26 $9,805 - $10,116
-554 Reduced 2.51%
21,502 $391,000
Q4 2023

Feb 07, 2024
BUY
$16.46 - $17.9 $28,986 - $31,521
1,761 Added 8.68%
22,056 $393,000
Q3 2023

Nov 07, 2023
SELL
$16.82 - $17.25 $45,329 - $46,488
-2,695 Reduced 11.72%
20,295 $342,000
Q2 2023

Aug 11, 2023
SELL
$16.43 - $16.99 $905,473 - $936,335
-55,111 Reduced 70.56%
22,990 $387,000
Q1 2023

Apr 28, 2023
BUY
$16.1 - $18.84 $173,735 - $203,302
10,791 Added 16.03%
78,101 $1.31 Million
Q4 2022

Feb 13, 2023
BUY
$17.15 - $18.04 $649,985 - $683,716
37,900 Added 128.87%
67,310 $1.2 Million
Q3 2022

Nov 01, 2022
BUY
$17.15 - $18.66 $504,381 - $548,790
29,410 New
29,410 $504,000

Others Institutions Holding FPEI

# of Institutions
191
Shares Held
68.8M
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
Track This Portfolio

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email