Creative Planning First Tr ETF Iii Instl Pfd Sec Transaction History

Creative Planning

  • $129 Billion
  • Q3 2025

A detailed history of Creative Planning transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Creative Planning holds 41,881 shares of FPEI stock, worth $811,653. This represents 0.0% of its overall portfolio holdings.

Number of Shares
41,881
Holding current value
$811,653
% of portfolio
0.0%

Shares

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

Nov 14, 2025
BUY
$18.93 - $19.47 $792,807 - $815,423
41,881 New
41,881 $809,000
Q3 2023

Nov 16, 2023
BUY
$16.82 - $17.25 $310,564 - $318,504
18,464 New
18,464 $311,000

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
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning 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 Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email