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 |
---|---|---|---|---|---|---|---|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.32K+ 5.69% |
$113K - $116K
|
117K
$2.23M
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
24.3KNew |
$436K - $449K
|
24.3K
$463K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-30.5K- 37.21% |
$546K - $562K
|
51.5K
$978K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-7.89K- 26.33% |
$141K - $145K
|
22.1K
$420K
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-480K- 80.92% |
$8.59M - $8.84M
|
113K
$2.15M
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
9New |
$161 - $166
|
9
$171
|
|
Jul 25, 2024
Q2 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
7.97K+ 3.48% |
$143K - $147K
|
237K
$4.51M
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
227New |
$4.07K - $4.18K
|
227
$4.31K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
12.1K+ 32.38% |
$217K - $224K
|
49.6K
$942K
|
|
Jul 23, 2024
Q2 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-14.8K- 7.59% |
$265K - $273K
|
180K
$3.42M
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.7K- 25.4% |
$48.4K - $49.8K
|
7.93K
$151K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-690- 37.42% |
$12.4K - $12.7K
|
1.15K
$21.9K
|
|
Jul 23, 2024
Q2 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1.35K- 9.71% |
$24.2K - $24.9K
|
12.6K
$238K
|
|
Jul 22, 2024
Q2 2024
|
Essex LLC
|
SELL
|
- |
-6.41K- 0.72% |
$115K - $118K
|
884K
$16.8M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-44.4K- 79.87% |
$795K - $818K
|
11.2K
$212K
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
4+ 0.04% |
$71.6 - $73.7
|
11K
$209K
|
|
Jul 19, 2024
Q2 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-300- 1.62% |
$5.37K - $5.53K
|
18.2K
$345K
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
657New |
$11.8K - $12.1K
|
657
$12.5K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.97K- 0.77% |
$71.2K - $73.2K
|
511K
$9.71M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-12.7K- 1.61% |
$227K - $233K
|
772K
$14.7M
|
|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-701- 5.62% |
$12.6K - $12.9K
|
11.8K
$224K
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
3.14K+ 7.55% |
$56.3K - $57.9K
|
44.8K
$851K
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
12.6K+ 314.76% |
$226K - $233K
|
16.6K
$316K
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-623K- 79.07% |
$11.1M - $11.5M
|
165K
$3.13M
|
|
Jul 18, 2024
Q2 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.49K+ 1.33% |
$26.7K - $27.4K
|
114K
$2.16M
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
667New |
$11.9K - $12.3K
|
667
$12.7K
|
|
Jul 17, 2024
Q2 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
207+ 0.63% |
$3.71K - $3.82K
|
33.1K
$630K
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.22KNew |
$39.8K - $41K
|
2.22K
$42.2K
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.33K+ 7.41% |
$59.7K - $61.4K
|
48.3K
$917K
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
8+ 1.47% |
$143 - $147
|
551
$10.5K
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
392+ 1.43% |
$7.02K - $7.22K
|
27.8K
$529K
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
10.1KNew |
$180K - $185K
|
10.1K
$191K
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.01K- 7.03% |
$71.8K - $73.9K
|
53K
$1.01M
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
982+ 6.75% |
$17.6K - $18.1K
|
15.5K
$295K
|
|
Jul 12, 2024
Q2 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
3.22K+ 0.52% |
$57.7K - $59.3K
|
621K
$11.8M
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.97K+ 14.73% |
$35.2K - $36.2K
|
15.3K
$291K
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
12.1KNew |
$216K - $222K
|
12.1K
$229K
|
|
Jul 11, 2024
Q2 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
971+ 3.33% |
$17.4K - $17.9K
|
30.1K
$573K
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
844+ 9.13% |
$15.1K - $15.6K
|
10.1K
$192K
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
5.58K+ 12.02% |
$99.8K - $103K
|
52K
$987K
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-5.9K- 33.81% |
$106K - $109K
|
11.6K
$219K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
13.6K+ 27.82% |
$244K - $251K
|
62.6K
$1.19M
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
18.8K+ 13.72% |
$337K - $347K
|
156K
$2.96M
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-47.5K- 0.4% |
$840K - $867K
|
11.7M
$222M
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-5.16K- 12.49% |
$91.3K - $94.2K
|
36.1K
$686K
|
|
May 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
34.3KNew |
$606K - $626K
|
34.3K
$651K
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-19.6KClosed |
$347K - $358K
|
0
$0
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-894- 1.03% |
$15.8K - $16.3K
|
85.7K
$1.63M
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
94.2KNew |
$1.67M - $1.72M
|
94.2K
$1.79M
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
14.8KNew |
$261K - $270K
|
14.8K
$281K
|