Summit Wealth Partners, LLC First Tr ETF Iii Instl Pfd Sec Transaction History

Summit Wealth Partners, LLC

  • $524 Billion
  • Q2 2025

A detailed history of Summit Wealth Partners, LLC transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 25,614 shares of FPEI stock, worth $490,508. This represents 0.09% of its overall portfolio holdings.

Number of Shares
25,614
Previous 25,614 -0.0%
Holding current value
$490,508
Previous $479 Million 1.55%
% of portfolio
0.09%
Previous 0.1%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
SELL
$18.54 - $18.88 $125,070 - $127,364
-6,746 Reduced 20.85%
25,614 $479 Million
Q4 2024

Jan 27, 2025
SELL
$18.62 - $19.05 $2.73 Million - $2.79 Million
-146,453 Reduced 81.9%
32,360 $605 Million
Q3 2024

Oct 28, 2024
BUY
$18.36 - $19.08 $1.25 Million - $1.3 Million
68,142 Added 61.57%
178,813 $3.41 Billion
Q2 2024

Sep 11, 2024
SELL
$17.91 - $18.43 $19,360 - $19,922
-1,081 Reduced 0.97%
110,671 $2.03 Billion
Q1 2024

Sep 11, 2024
BUY
$17.7 - $18.26 $1.21 Million - $1.25 Million
68,409 Added 157.83%
111,752 $2.04 Billion
Q4 2023

Sep 11, 2024
BUY
$16.46 - $17.9 $203,890 - $221,727
12,387 Added 40.01%
43,343 $773 Million
Q3 2023

Sep 11, 2024
BUY
$16.82 - $17.25 $76,716 - $78,677
4,561 Added 17.28%
30,956 $523 Million
Q2 2023

Sep 11, 2024
BUY
$16.43 - $16.99 $215,643 - $222,993
13,125 Added 98.91%
26,395 $445 Million
Q1 2023

Sep 11, 2024
BUY
$16.1 - $18.84 $35,645 - $41,711
2,214 Added 20.03%
13,270 $222 Million
Q4 2022

Sep 11, 2024
BUY
$17.15 - $18.04 $189,610 - $199,450
11,056 New
11,056 $197 Million

Others Institutions Holding FPEI

# of Institutions
193
Shares Held
69.1M
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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