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 |
---|---|---|---|---|---|---|---|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.08K- 0.97% |
$19.4K - $19.9K
|
111K
$2.1M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
32K+ 8.8% |
$574K - $591K
|
396K
$7.52M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
30.5K+ 4.16% |
$547K - $563K
|
764K
$14.5M
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.19K+ 12.74% |
$93K - $95.7K
|
45.9K
$873K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-439- 0.78% |
$7.86K - $8.09K
|
55.9K
$1.06M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.82K+ 82.87% |
$86.4K - $88.9K
|
10.6K
$202K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
637+ 0.81% |
$11.4K - $11.7K
|
79.6K
$1.51M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10KNew |
$179K - $184K
|
10K
$190K
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
27.4K+ 49.64% |
$491K - $505K
|
82.6K
$1.57M
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.7K- 15.95% |
$48.4K - $49.8K
|
14.3K
$271K
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.95K+ 0.85% |
$34.9K - $35.9K
|
231K
$4.38M
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-420- 58.33% |
$7.52K - $7.74K
|
300
$5.7K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
105K+ 2.38% |
$1.88M - $1.94M
|
4.52M
$85.9M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.8KNew |
$282K - $291K
|
15.8K
$300K
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
12K+ 5.5% |
$215K - $221K
|
230K
$4.37M
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.88K- 37.01% |
$141K - $145K
|
13.4K
$255K
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
106K+ 387.84% |
$1.9M - $1.96M
|
134K
$2.54M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
34.9K+ 1.15% |
$625K - $643K
|
3.08M
$58.6M
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
20.4K+ 10.15% |
$364K - $375K
|
221K
$4.19M
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
16.9KNew |
$303K - $312K
|
16.9K
$322K
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
447New |
$8.01K - $8.24K
|
447
$8.49K
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
14.8K+ 24.75% |
$265K - $272K
|
74.5K
$1.42M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.72K- 1.26% |
$138K - $142K
|
604K
$11.5M
|
|
Aug 13, 2024
Q2 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-385- 1.01% |
$6.9K - $7.1K
|
37.8K
$719K
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
1.99M+ 1585.04% |
$35.7M - $36.7M
|
2.12M
$40.2M
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.21K- 4.74% |
$21.7K - $22.4K
|
24.4K
$463K
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
2.35KNew |
$42K - $43.2K
|
2.35K
$44.6K
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13.4K+ 5.73% |
$239K - $246K
|
247K
$4.68M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.68K- 82.25% |
$83.8K - $86.3K
|
1.01K
$19.2K
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
872+ 0.21% |
$15.6K - $16.1K
|
417K
$7.92M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-91.4K- 1.22% |
$1.64M - $1.68M
|
7.37M
$140M
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
34.5KNew |
$619K - $636K
|
34.5K
$656K
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-78.1K- 51.94% |
$1.4M - $1.44M
|
72.3K
$1.37M
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.98K+ 34.37% |
$89.2K - $91.8K
|
19.5K
$370K
|
|
Aug 13, 2024
Q2 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
132+ 0.67% |
$2.36K - $2.43K
|
19.9K
$379K
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
10+ 2.38% |
$179 - $184
|
431
$8.19K
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.31K- 1.57% |
$23.5K - $24.2K
|
82.5K
$1.57M
|
|
Aug 13, 2024
Q2 2024
|
1776 Wealth LLC
|
SELL
|
- |
-6.42K- 3.84% |
$115K - $118K
|
161K
$3.05M
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9+ 0.05% |
$161 - $166
|
17.9K
$341K
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
16K+ 6.5% |
$287K - $295K
|
262K
$4.98M
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
14K+ 36.02% |
$251K - $258K
|
52.9K
$1.01M
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-575- 0.73% |
$10.3K - $10.6K
|
78K
$1.48M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-861K- 73.6% |
$15.4M - $15.9M
|
309K
$5.87M
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.19K+ 1.5% |
$39.2K - $40.4K
|
148K
$2.81M
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
7+ 0.98% |
$125 - $129
|
724
$13.8K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-14.2K- 92.53% |
$255K - $262K
|
1.15K
$21.8K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-180- 5.24% |
$3.22K - $3.32K
|
3.25K
$61.8K
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-3.83K- 40.93% |
$68.5K - $70.5K
|
5.52K
$105K
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-538- 4.84% |
$9.64K - $9.92K
|
10.6K
$201K
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.86K- 5.59% |
$87K - $89.6K
|
82K
$1.56M
|