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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.5K- 3.48% |
$26.9K - $28.4K
|
41.5K
$794K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.43M- 8.47% |
$25.7M - $27.2M
|
15.4M
$296M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-16.4K- 58.62% |
$295K - $311K
|
11.6K
$222K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.48K- 19.43% |
$44.6K - $47K
|
10.3K
$197K
|
|
|
Aug 14, 2025
Q2 2025
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-417- 3.4% |
$7.5K - $7.92K
|
11.8K
$227K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-3.4K- 19.33% |
$61.2K - $64.6K
|
14.2K
$272K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.22K- 71.03% |
$112K - $118K
|
2.54K
$48.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.68K+ 7.44% |
$48.1K - $50.8K
|
38.6K
$740K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
113K+ 5.05% |
$2.04M - $2.15M
|
2.36M
$45.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-185K- 40.84% |
$3.32M - $3.5M
|
267K
$5.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
59.4K+ 0.69% |
$1.07M - $1.13M
|
8.62M
$165M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-43.3K- 55.12% |
$778K - $822K
|
35.2K
$675K
|
|
|
Aug 14, 2025
Q2 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-519- 0.71% |
$9.34K - $9.86K
|
72.5K
$1.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.1KNew |
$344K - $363K
|
19.1K
$366K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.8K+ 3.58% |
$231K - $243K
|
371K
$7.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-272K- 5.9% |
$4.9M - $5.17M
|
4.34M
$83.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.17K- 10.46% |
$75.1K - $79.2K
|
35.7K
$684K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
222K+ 12.44% |
$3.99M - $4.22M
|
2.01M
$38.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
3.74K+ 19.66% |
$67.2K - $71K
|
22.8K
$436K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.83KNew |
$32.9K - $34.8K
|
1.83K
$35K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-5.31K- 24.82% |
$95.5K - $101K
|
16.1K
$308K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.7KNew |
$283K - $298K
|
15.7K
$301K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
128+ 0.45% |
$2.3K - $2.43K
|
28.3K
$541K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.02M+ 30.69% |
$18.4M - $19.4M
|
4.36M
$83.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
9.2K+ 3.58% |
$166K - $175K
|
266K
$5.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.28K+ 9.91% |
$95K - $100K
|
58.5K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
16K+ 87.2% |
$289K - $305K
|
34.4K
$659K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12- 0.56% |
$216 - $228
|
2.14K
$41K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
19.2K+ 7.89% |
$345K - $364K
|
262K
$5.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
18.3K+ 2.64% |
$330K - $348K
|
712K
$13.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
153+ 1.45% |
$2.75K - $2.91K
|
10.7K
$205K
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
36.7K+ 128.23% |
$660K - $696K
|
65.3K
$1.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.24K+ 5.12% |
$58.2K - $61.5K
|
66.5K
$1.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
49.8KNew |
$895K - $945K
|
49.8K
$953K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
3.2K+ 27.64% |
$57.5K - $60.7K
|
14.8K
$283K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
38.8K+ 5.12% |
$698K - $737K
|
796K
$15.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-145K- 92.02% |
$2.61M - $2.75M
|
12.6K
$241K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
102K+ 138.77% |
$1.84M - $1.94M
|
176K
$3.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
23.8K+ 26.13% |
$427K - $451K
|
115K
$2.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
475+ 0.32% |
$8.55K - $9.02K
|
148K
$2.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-939- 1.82% |
$16.9K - $17.8K
|
50.6K
$969K
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
17.5KNew |
$314K - $331K
|
17.5K
$334K
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-79.4K- 40.67% |
$1.43M - $1.51M
|
116K
$2.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
127+ 4.18% |
$2.28K - $2.41K
|
3.16K
$60.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-47.9K- 23.31% |
$861K - $909K
|
157K
$3.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
81+ 0.75% |
$1.46K - $1.54K
|
10.9K
$209K
|
|
|
Aug 12, 2025
Q2 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-3.3K- 9.09% |
$59.4K - $62.7K
|
33K
$632K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-515- 0.63% |
$9.26K - $9.78K
|
81.8K
$1.57M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
106K+ 231.78% |
$1.9M - $2.01M
|
152K
$2.9M
|