Smith Chas P & Associates Pa Cpas First Tr ETF Iii Instl Pfd Sec Transaction History
Smith Chas P & Associates Pa Cpas
- $1.78 Billion
- Q2 2025
A detailed history of Smith Chas P & Associates Pa Cpas transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Smith Chas P & Associates Pa Cpas holds 2,292,114 shares of FPEI stock, worth $43.9 Million. This represents 2.45% of its overall portfolio holdings.
Number of Shares
2,292,114
Previous 2,242,842
2.2%
Holding current value
$43.9 Million
Previous $41.9 Million
3.78%
% of portfolio
2.45%
Previous 2.44%
Shares
11 transactions
Others Institutions Holding FPEI
# of Institutions
194Shares Held
68.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY15.4MShares$296 Million0.02% of portfolio
-
Ubs Group Ag8.62MShares$165 Million0.03% of portfolio
-
Royal Bank Of Canada Toronto, A64.36MShares$83.5 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC4.34MShares$83.2 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.73MShares$71.4 Million0.03% of portfolio