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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.14K+ 2.11% |
$21K - $21.4K
|
55K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
125K+ 2.78% |
$2.31M - $2.35M
|
4.62M
$84.7M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
33.5KNew |
$621K - $632K
|
33.5K
$614K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
207K+ 10.15% |
$3.84M - $3.91M
|
2.25M
$41.2M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
3.59K+ 7.58% |
$66.5K - $67.7K
|
50.9K
$933K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-54.8K- 41.12% |
$1.02M - $1.04M
|
78.5K
$1.44M
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-1.81K- 2.41% |
$33.5K - $34.1K
|
73K
$1.34M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-9.25K- 1.21% |
$172K - $175K
|
757K
$13.9M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
182+ 0.28% |
$3.37K - $3.44K
|
64.9K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12.8KNew |
$236K - $241K
|
12.8K
$234K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.08M+ 6.81% |
$20M - $20.3M
|
16.9M
$309M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
10.4KNew |
$193K - $196K
|
10.4K
$191K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
16K+ 45.95% |
$297K - $302K
|
50.8K
$932K
|
|
|
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
$392K
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
120K+ 36.11% |
$2.22M - $2.26M
|
452K
$8.29M
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
3.87K+ 1.53% |
$71.8K - $73.1K
|
257K
$4.71M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
439+ 2.45% |
$8.14K - $8.29K
|
18.4K
$337K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
15.7KNew |
$292K - $297K
|
15.7K
$288K
|
|
|
May 15, 2025
Q1 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
10.1K+ 50.25% |
$188K - $192K
|
30.3K
$556K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.27K- 18.22% |
$116K - $118K
|
28.1K
$516K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
355K+ 11.92% |
$6.58M - $6.7M
|
3.33M
$61.2M
|
|
|
May 14, 2025
Q1 2025
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-59.7K- 5.99% |
$1.11M - $1.13M
|
938K
$17.2M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.2K+ 61.64% |
$282K - $287K
|
39.9K
$731K
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
809+ 3.07% |
$15K - $15.3K
|
27.1K
$498K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.1K- 3.24% |
$113K - $115K
|
182K
$3.34M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
28.3K+ 80.82% |
$524K - $534K
|
63.2K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
15.1K+ 19.92% |
$280K - $285K
|
90.9K
$1.67M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-8.96K- 24.26% |
$166K - $169K
|
28K
$513K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
81.3KNew |
$1.51M - $1.53M
|
81.3K
$1.49M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.18K+ 15.8% |
$40.3K - $41.1K
|
15.9K
$292K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.4KClosed |
$44.5K - $45.3K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2.67K- 1.09% |
$49.4K - $50.3K
|
243K
$4.45M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
9.2K+ 20.88% |
$171K - $174K
|
53.3K
$977K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
73.7KNew |
$1.37M - $1.39M
|
73.7K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
43.1K+ 28.33% |
$799K - $814K
|
195K
$3.58M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.8K- 17.82% |
$145K - $147K
|
36K
$660K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.84KNew |
$34K - $34.6K
|
1.84K
$33.7K
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.34K+ 13.77% |
$80.4K - $81.9K
|
35.8K
$657K
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-710- 5.57% |
$13.2K - $13.4K
|
12K
$221K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-13.6K- 60.84% |
$252K - $257K
|
8.75K
$161K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-79.2K- 64.81% |
$1.47M - $1.49M
|
43K
$788K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
495+ 0.67% |
$9.18K - $9.35K
|
74.2K
$1.36M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.33K+ 1.65% |
$24.7K - $25.2K
|
82.3K
$1.51M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
927+ 1.48% |
$17.2K - $17.5K
|
63.5K
$1.17M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-183K- 9.32% |
$3.4M - $3.46M
|
1.78M
$32.7M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
237K+ 2.84% |
$4.39M - $4.47M
|
8.56M
$157M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
24.6K+ 7.38% |
$457K - $465K
|
358K
$6.57M
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
742+ 4.06% |
$13.8K - $14K
|
19K
$349K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-125K- 7.86% |
$2.31M - $2.35M
|
1.46M
$26.8M
|