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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
641K+ 22.29% |
$11.9M - $12.2M
|
3.52M
$66.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
44.9KNew |
$836K - $856K
|
44.9K
$847K
|
|
|
Feb 10, 2025
Q4 2024
|
1776 Wealth LLC
|
SELL
|
- |
-1.3K- 0.85% |
$24.2K - $24.8K
|
152K
$2.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
198K+ 74.21% |
$3.69M - $3.78M
|
465K
$8.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.66K- 9.74% |
$49.5K - $50.7K
|
24.7K
$465K
|
|
|
Feb 10, 2025
Q4 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
875+ 6.53% |
$16.3K - $16.7K
|
14.3K
$269K
|
|
|
Feb 10, 2025
Q4 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
3.88K+ 6.61% |
$72.3K - $74K
|
62.6K
$1.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.89K+ 44.89% |
$128K - $131K
|
22.2K
$419K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
24.5K+ 53.4% |
$456K - $466K
|
70.3K
$1.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.93K+ 37.25% |
$129K - $132K
|
25.5K
$481K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
25.3K+ 3.27% |
$471K - $482K
|
800K
$15.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
63.8KNew |
$1.19M - $1.22M
|
63.8K
$1.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-35.6K- 5.76% |
$663K - $678K
|
582K
$11M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.23K+ 0.91% |
$22.8K - $23.4K
|
136K
$2.56M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.07K+ 8.11% |
$113K - $116K
|
81K
$1.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
28KNew |
$521K - $533K
|
28K
$528K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.97K- 35.48% |
$111K - $114K
|
10.9K
$205K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.97MNew |
$36.6M - $37.5M
|
1.97M
$37.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
31.5KNew |
$586K - $600K
|
31.5K
$594K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-479- 0.27% |
$8.92K - $9.12K
|
175K
$3.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
11.8K+ 22.27% |
$219K - $224K
|
64.7K
$1.22M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-3.4K- 9.87% |
$63.3K - $64.8K
|
31K
$586K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
77+ 0.72% |
$1.43K - $1.47K
|
10.7K
$202K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1.36K+ 17.2% |
$25.4K - $26K
|
9.29K
$175K
|
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
119KNew |
$2.22M - $2.27M
|
119K
$2.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-13- 0.04% |
$242 - $248
|
32.2K
$606K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
49+ 0.21% |
$912 - $933
|
22.9K
$431K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
21.5K+ 15.53% |
$400K - $409K
|
160K
$3.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
611+ 1.15% |
$11.4K - $11.6K
|
53.9K
$1.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.22K- 11.79% |
$60K - $61.4K
|
24.1K
$455K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
55+ 0.35% |
$1.02K - $1.05K
|
15.6K
$295K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.34K+ 3.14% |
$43.6K - $44.6K
|
76.9K
$1.45M
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
122KNew |
$2.28M - $2.33M
|
122K
$2.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
140K+ 49.48% |
$2.6M - $2.66M
|
422K
$7.96M
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
182KNew |
$3.39M - $3.47M
|
182K
$3.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
101+ 0.73% |
$1.88K - $1.92K
|
13.9K
$262K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
41.9K+ 4.09% |
$780K - $798K
|
1.07M
$20.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.23K- 15.18% |
$78.8K - $80.6K
|
23.6K
$446K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-526K- 54.28% |
$9.79M - $10M
|
443K
$8.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
344New |
$6.41K - $6.55K
|
344
$6.49K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.83K+ 151.53% |
$34.1K - $34.8K
|
3.04K
$57.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
241+ 0.16% |
$4.49K - $4.59K
|
155K
$2.92M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
38.6K+ 12.68% |
$719K - $736K
|
343K
$6.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.54K+ 3.56% |
$47.2K - $48.3K
|
73.7K
$1.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
33.5KNew |
$624K - $638K
|
33.5K
$632K
|
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
48.6KNew |
$905K - $926K
|
48.6K
$917K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
3.3K+ 4.6% |
$61.5K - $62.9K
|
75.1K
$1.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
14.4K+ 11.69% |
$268K - $274K
|
137K
$2.59M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.73K+ 5.52% |
$107K - $109K
|
110K
$2.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
49.2KNew |
$917K - $938K
|
49.2K
$929K
|