Montis Financial, LLC First Tr ETF Iii Instl Pfd Sec Transaction History

Montis Financial, LLC

  • $430 Million
  • Q3 2025

A detailed history of Montis Financial, LLC transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Montis Financial, LLC holds 1,568,581 shares of FPEI stock, worth $30.4 Million. This represents 7.06% of its overall portfolio holdings.

Number of Shares
1,568,581
Previous 10,973 14194.91%
Holding current value
$30.4 Million
Previous $208,000 14484.62%
% of portfolio
7.06%
Previous 0.06%

Shares

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

Oct 28, 2025
BUY
$18.93 - $19.47 $29.5 Million - $30.3 Million
1,557,608 Added 14194.91%
1,568,581 $30.3 Million
Q2 2025

Jul 17, 2025
BUY
$17.99 - $18.99 $197,404 - $208,377
10,973 New
10,973 $208,000

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
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