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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.6K+ 7.91% |
$359K - $374K
|
267K
$5.02M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-20.5K- 4.01% |
$376K - $391K
|
491K
$9.22M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
297K+ 38.48% |
$5.45M - $5.67M
|
1.07M
$20.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
SELL
|
- |
-7.16K- 0.81% |
$131K - $137K
|
877K
$16.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.58K+ 13.27% |
$121K - $126K
|
56.2K
$1.06M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.59K- 8.66% |
$84.3K - $87.6K
|
48.4K
$911K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
53+ 4.59% |
$973 - $1.01K
|
1.21K
$22.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
8.87K+ 73.54% |
$163K - $169K
|
20.9K
$394K
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-42- 0.23% |
$771 - $801
|
18.1K
$341K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.09K+ 50.41% |
$93.4K - $97.1K
|
15.2K
$285K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-719- 2.64% |
$13.2K - $13.7K
|
26.5K
$499K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-480- 3.52% |
$8.81K - $9.16K
|
13.2K
$248K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-2.64K- 5.65% |
$48.5K - $50.4K
|
44.1K
$830K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1KNew |
$18.4K - $19.1K
|
1K
$18.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
37.7K+ 6.07% |
$692K - $719K
|
658K
$12.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
1.71K+ 0.08% |
$31.3K - $32.6K
|
2.12M
$39.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.23K- 7.88% |
$22.5K - $23.4K
|
14.3K
$269K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.6K- 40.08% |
$29.4K - $30.6K
|
2.4K
$45.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-27- 0.16% |
$496 - $515
|
16.6K
$312K
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-192- 0.64% |
$3.53K - $3.66K
|
29.9K
$563K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
75.8K+ 121.14% |
$1.39M - $1.45M
|
138K
$2.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-278- 0.39% |
$5.1K - $5.3K
|
71.8K
$1.35M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-9.77K- 5.93% |
$179K - $186K
|
155K
$2.91M
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
10.5K+ 6.75% |
$193K - $201K
|
167K
$3.13M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
13.7K+ 26.4% |
$252K - $262K
|
65.7K
$1.24M
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
BUY
|
- |
12.4KNew |
$228K - $237K
|
12.4K
$233K
|
|
| Q2 2024 | |||||||
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-72.1K- 0.62% |
$1.29M - $1.33M
|
11.6M
$219M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
32K+ 8.8% |
$574K - $591K
|
396K
$7.44M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
30.5K+ 4.16% |
$547K - $563K
|
764K
$14.4M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.19K+ 12.74% |
$93K - $95.7K
|
45.9K
$864K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-439- 0.78% |
$7.86K - $8.09K
|
55.9K
$1.05M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10KNew |
$179K - $184K
|
10K
$188K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.82K+ 82.87% |
$86.4K - $88.9K
|
10.6K
$200K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
637+ 0.81% |
$11.4K - $11.7K
|
79.6K
$1.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.95K+ 0.85% |
$34.9K - $35.9K
|
231K
$4.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-420- 58.33% |
$7.52K - $7.74K
|
300
$5.64K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.7K- 15.95% |
$48.4K - $49.8K
|
14.3K
$268K
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
27.4K+ 49.64% |
$491K - $505K
|
82.6K
$1.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
105K+ 2.38% |
$1.88M - $1.94M
|
4.52M
$85M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.8KNew |
$282K - $291K
|
15.8K
$296K
|
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
12K+ 5.5% |
$215K - $221K
|
230K
$4.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.88K- 37.01% |
$141K - $145K
|
13.4K
$252K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
106K+ 387.84% |
$1.9M - $1.96M
|
134K
$2.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
20.4K+ 10.15% |
$364K - $375K
|
221K
$4.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
447New |
$8.01K - $8.24K
|
447
$8.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.72K- 1.26% |
$138K - $142K
|
604K
$11.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-385- 1.01% |
$6.9K - $7.1K
|
37.8K
$711K
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-78.1K- 51.94% |
$1.4M - $1.44M
|
72.3K
$1.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.21K- 4.74% |
$21.7K - $22.4K
|
24.4K
$458K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
14.8K+ 24.75% |
$265K - $272K
|
74.5K
$1.4M
|
|