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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.04K- 13.15% |
$111K - $115K
|
39.9K
$747K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
13.8KNew |
$253K - $263K
|
13.8K
$258K
|
|
|
Nov 19, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-16.7K- 1.72% |
$307K - $319K
|
957K
$17.9M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
15.1KNew |
$278K - $289K
|
15.1K
$284K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.93K+ 21.8% |
$53.7K - $55.8K
|
16.3K
$306K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
577K+ 7.83% |
$10.6M - $11M
|
7.95M
$149M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.15K- 1.45% |
$39.4K - $41K
|
146K
$2.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
74+ 0.7% |
$1.36K - $1.41K
|
10.7K
$200K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.27K+ 4.57% |
$60.1K - $62.5K
|
74.9K
$1.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
99.5K+ 43.13% |
$1.83M - $1.9M
|
330K
$6.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
69.2K+ 2950.79% |
$1.27M - $1.32M
|
71.5K
$1.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
127KNew |
$2.33M - $2.43M
|
127K
$2.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
13.8KNew |
$253K - $263K
|
13.8K
$258K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
17.9K+ 32.08% |
$329K - $342K
|
73.8K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
52.2K+ 63.29% |
$959K - $996K
|
135K
$2.52M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.81M+ 2270.06% |
$33.2M - $34.5M
|
1.89M
$35.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
14.4K+ 10.79% |
$265K - $275K
|
148K
$2.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
77KNew |
$1.41M - $1.47M
|
77K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-153K- 4.95% |
$2.8M - $2.91M
|
2.93M
$54.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
19.8K+ 139.21% |
$364K - $379K
|
34.1K
$639K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
10.4K+ 53.2% |
$190K - $198K
|
29.8K
$559K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.37M+ 28.95% |
$61.9M - $64.3M
|
15M
$281M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
424K+ 9.38% |
$7.79M - $8.09M
|
4.95M
$92.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
71.3K+ 28.94% |
$1.31M - $1.36M
|
318K
$5.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
27.2K+ 32.87% |
$498K - $518K
|
110K
$2.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.88K+ 383.96% |
$71.2K - $74K
|
4.89K
$91.6K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.5K+ 2.08% |
$27.6K - $28.6K
|
73.8K
$1.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.6K+ 73.33% |
$212K - $221K
|
27.3K
$512K
|
|
|
Nov 13, 2024
Q3 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
1.55K+ 12.97% |
$28.4K - $29.5K
|
13.5K
$252K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
260K+ 33.98% |
$4.77M - $4.96M
|
1.02M
$19.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
205K+ 49.2% |
$3.77M - $3.91M
|
622K
$11.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.97K- 5.61% |
$54.5K - $56.7K
|
50K
$936K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
171K+ 28.27% |
$3.13M - $3.26M
|
775K
$14.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.24K- 6.25% |
$22.8K - $23.7K
|
18.6K
$348K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
196K+ 56.03% |
$3.59M - $3.74M
|
545K
$10.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
54.1K+ 72.59% |
$993K - $1.03M
|
129K
$2.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
11.9K+ 5.16% |
$218K - $227K
|
242K
$4.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
18+ 0.1% |
$330 - $343
|
17.9K
$336K
|
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
20.7K+ 7.9% |
$380K - $394K
|
282K
$5.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-7.45K- 37.35% |
$137K - $142K
|
12.5K
$234K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
111K+ 28.13% |
$2.05M - $2.13M
|
507K
$9.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
40.3K+ 89.95% |
$740K - $769K
|
85.1K
$1.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
42.5K+ 16.23% |
$781K - $812K
|
305K
$5.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12K+ 112.7% |
$220K - $229K
|
22.6K
$424K
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
157+ 0.42% |
$2.88K - $3K
|
38K
$711K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.84KNew |
$52.2K - $54.3K
|
2.84K
$53.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.95K+ 2.24% |
$90.9K - $94.5K
|
226K
$4.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-5.88K- 14.39% |
$108K - $112K
|
35K
$656K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.7K+ 32.93% |
$67.9K - $70.6K
|
14.9K
$280K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-5.89K- 3.73% |
$108K - $112K
|
152K
$2.84M
|