Latest Institutional Transactions on First Tr ETF Iii Instl Pfd Sec (FPEI)
This table provides information on the latest institutional transactions involving First Tr ETF Iii Instl Pfd Sec (FPEI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-12K- 74.71% |
$215K - $227K
|
4.05K
$77K
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
10.6KNew |
$191K - $202K
|
10.6K
$202K
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
202KNew |
$3.64M - $3.84M
|
202K
$3.85M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
4.82K+ 11.15% |
$86.7K - $91.5K
|
48K
$913K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.23K- 5.87% |
$76.1K - $80.3K
|
67.9K
$1.29M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
96.5K+ 8.67% |
$1.74M - $1.83M
|
1.21M
$23M
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
BUY
|
- |
11KNew |
$197K - $208K
|
11K
$209K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14K+ 16.6% |
$252K - $266K
|
98.3K
$1.87M
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
41+ 0.23% |
$738 - $779
|
18K
$342K
|
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
11+ 0.01% |
$198 - $209
|
82.2K
$1.56M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.43K+ 4.0% |
$25.7K - $27.1K
|
37.1K
$705K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
49.3K+ 2.2% |
$886K - $936K
|
2.29M
$43.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-428- 0.8% |
$7.7K - $8.13K
|
52.8K
$1M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
28.2K+ 29.05% |
$507K - $535K
|
125K
$2.38M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
28.2KNew |
$508K - $536K
|
28.2K
$537K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-157K- 44.04% |
$2.83M - $2.99M
|
200K
$3.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-49.5K- 42.69% |
$891K - $940K
|
66.5K
$1.26M
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
9+ 1.57% |
$162 - $171
|
583
$11.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
841KNew |
$15.1M - $16M
|
841K
$16M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
25+ 0.08% |
$450 - $475
|
31.4K
$596K
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-109K- 65.81% |
$1.96M - $2.07M
|
56.7K
$1.08M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-100- 0.7% |
$1.8K - $1.9K
|
14.2K
$271K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.35K- 13.54% |
$60.3K - $63.7K
|
21.4K
$407K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.16K- 2.08% |
$20.9K - $22K
|
54.5K
$1.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-7.5K- 5.75% |
$135K - $142K
|
123K
$2.34M
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
38.7K+ 4.69% |
$696K - $735K
|
863K
$16.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
159+ 1.45% |
$2.86K - $3.02K
|
11.2K
$212K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.95K+ 14.25% |
$161K - $170K
|
71.8K
$1.36M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
7.31K+ 3.96% |
$132K - $139K
|
192K
$3.66M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-3.91K- 25.13% |
$70.4K - $74.3K
|
11.7K
$222K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
12K+ 17.79% |
$216K - $228K
|
79.6K
$1.51M
|
|
| Q1 2025 | |||||||
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
77+ 0.72% |
$1.43K - $1.45K
|
10.8K
$206K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-192K- 64.19% |
$3.57M - $3.63M
|
107K
$2.04M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
176K+ 165.43% |
$3.26M - $3.32M
|
282K
$5.36M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
125K+ 2.78% |
$2.31M - $2.35M
|
4.62M
$87.8M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.14K+ 2.11% |
$21K - $21.4K
|
55K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
207K+ 10.15% |
$3.84M - $3.91M
|
2.25M
$42.7M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
3.59K+ 7.58% |
$66.5K - $67.7K
|
50.9K
$967K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-54.8K- 41.12% |
$1.02M - $1.04M
|
78.5K
$1.49M
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-1.81K- 2.41% |
$33.5K - $34.1K
|
73K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.08M+ 6.81% |
$20M - $20.3M
|
16.9M
$321M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
355K+ 11.92% |
$6.58M - $6.7M
|
3.33M
$63.4M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
33.5KNew |
$621K - $632K
|
33.5K
$637K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12.8KNew |
$236K - $241K
|
12.8K
$243K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
10.4KNew |
$193K - $196K
|
10.4K
$198K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
16K+ 45.95% |
$297K - $302K
|
50.8K
$967K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
182+ 0.28% |
$3.37K - $3.44K
|
64.9K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-97.2KClosed |
$1.8M - $1.84M
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
8.63K+ 67.6% |
$160K - $163K
|
21.4K
$407K
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
120K+ 36.11% |
$2.22M - $2.26M
|
452K
$8.6M
|
|