Mutual Advisors, LLC First Tr ETF Iii Instl Pfd Sec Transaction History

Mutual Advisors, LLC

$3.73 Billion
Q2 2025

A detailed history of Mutual Advisors, LLC transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Mutual Advisors, LLC holds 13,322 shares of FPEI stock, worth $259,112. This represents 0.01% of its overall portfolio holdings.

Number of Shares

13,322

Previous 15,272 12.77%

Holding current value

$259,112

Previous $285,000 11.58%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	SELL	$17.99 - $18.99 $35,080 - $37,030	-1,950 Reduced 12.77%	13,322 $252,000
Q1 2025 Apr 28, 2025	SELL	$18.54 - $18.88 $161,539 - $164,501	-8,713 Reduced 36.33%	15,272 $285,000
Q4 2024 Jan 17, 2025	BUY	$18.62 - $19.05 $6,237 - $6,381	335 Added 1.42%	23,985 $448,000
Q3 2024 Oct 25, 2024	BUY	$18.36 - $19.08 $60,679 - $63,059	3,305 Added 16.24%	23,650 $451,000
Q2 2024 Jul 30, 2024	BUY	$17.91 - $18.43 $3,008 - $3,096	168 Added 0.83%	20,345 $373,000
Q1 2024 May 02, 2024	BUY	$17.7 - $18.26 $98,535 - $101,653	5,567 Added 38.1%	20,177 $367,000
Q3 2023 Nov 13, 2023	SELL	$16.82 - $17.25 $4,255 - $4,364	-253 Reduced 1.7%	14,610 $246,000
Q2 2023 Jul 31, 2023	SELL	$16.43 - $16.99 $122,994 - $127,187	-7,486 Reduced 33.5%	14,863 $250,000
Q1 2023 Apr 11, 2023	BUY	$16.1 - $18.84 $359,818 - $421,055	22,349 New	22,349 $374,000

Others Institutions Holding FPEI

# of Institutions

190

Shares Held

68.9M

Call Options Held

Put Options Held

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About FIRST TR ETF III INSTL PFD SEC

Ticker FPEI
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Mutual Advisors, LLC First Tr ETF Iii Instl Pfd Sec Transaction History