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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
575+ 1.08% |
$10.7K - $11K
|
53.8K
$1.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-18.1K- 11.93% |
$337K - $345K
|
134K
$2.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-268- 2.14% |
$4.99K - $5.11K
|
12.2K
$231K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
SELL
|
- |
-21.3K- 24.58% |
$397K - $406K
|
65.5K
$1.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
29.3K+ 12.99% |
$546K - $559K
|
255K
$4.81M
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-36.5K- 4.16% |
$680K - $696K
|
841K
$15.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-6.17K- 12.34% |
$115K - $118K
|
43.8K
$826K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1.77K- 10.64% |
$32.9K - $33.7K
|
14.8K
$280K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
24.6K+ 14.76% |
$458K - $468K
|
191K
$3.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
656+ 1.17% |
$12.2K - $12.5K
|
56.8K
$1.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
17.4K+ 41.31% |
$323K - $331K
|
59.4K
$1.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-146K- 81.9% |
$2.73M - $2.79M
|
32.4K
$610K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
12.3K+ 37.23% |
$228K - $234K
|
45.2K
$852K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
7.42K+ 7.26% |
$138K - $141K
|
110K
$2.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.8K+ 18.66% |
$89.3K - $91.4K
|
30.5K
$576K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-98- 9.74% |
$1.82K - $1.87K
|
908
$17.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-599- 2.26% |
$11.2K - $11.4K
|
25.9K
$489K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
983+ 0.85% |
$18.3K - $18.7K
|
116K
$2.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
384New |
$7.15K - $7.32K
|
384
$7.24K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
52.4K+ 302.63% |
$976K - $998K
|
69.7K
$1.32M
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
104K+ 15.78% |
$1.93M - $1.98M
|
762K
$14.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-43- 0.06% |
$801 - $819
|
78.1K
$1.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
29KNew |
$541K - $553K
|
29K
$547K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
264KNew |
$4.92M - $5.04M
|
264K
$4.99M
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-600- 2.37% |
$11.2K - $11.4K
|
24.8K
$467K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
348KNew |
$6.47M - $6.62M
|
348K
$6.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-15.2K- 99.9% |
$282K - $289K
|
15
$283
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
8.35K+ 72.29% |
$155K - $159K
|
19.9K
$375K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
126New |
$2.35K - $2.4K
|
126
$2.38K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
47K+ 96.98% |
$875K - $895K
|
95.4K
$1.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
13.1KNew |
$243K - $249K
|
13.1K
$246K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-951- 4.54% |
$17.7K - $18.1K
|
20K
$377K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
8+ 1.43% |
$149 - $152
|
566
$10.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
39K+ 1.84% |
$727K - $744K
|
2.16M
$40.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-3- 0.03% |
$55.9 - $57.2
|
11.8K
$222K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
78+ 0.1% |
$1.45K - $1.49K
|
80.5K
$1.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
8.14K+ 18.44% |
$152K - $155K
|
52.3K
$986K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19.7K+ 20.12% |
$367K - $375K
|
118K
$2.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
335+ 1.42% |
$6.24K - $6.38K
|
24K
$452K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2.93K- 71.3% |
$54.5K - $55.8K
|
1.18K
$22.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-361- 2.52% |
$6.72K - $6.88K
|
14K
$263K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-25.8K- 33.84% |
$481K - $492K
|
50.5K
$952K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
1K+ 1.21% |
$18.6K - $19.1K
|
83.4K
$1.57M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.54K- 4.1% |
$28.7K - $29.3K
|
36K
$679K
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-12.7K- 7.49% |
$237K - $242K
|
157K
$2.97M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
16KNew |
$298K - $305K
|
16K
$302K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-2.5K- 13.78% |
$46.6K - $47.6K
|
15.6K
$295K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
20.7K+ 31.55% |
$386K - $395K
|
86.4K
$1.63M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-306- 1.02% |
$5.7K - $5.83K
|
29.6K
$559K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
482+ 0.12% |
$8.97K - $9.18K
|
407K
$7.67M
|