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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
17K+ 4.22% |
$322K - $332K
|
421K
$8.16M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.82K- 3.38% |
$34.5K - $35.5K
|
52.1K
$1.01M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-123K- 77.7% |
$2.34M - $2.4M
|
35.4K
$687K
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-7- 0.04% |
$133 - $136
|
17.4K
$338K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-795- 5.97% |
$15K - $15.5K
|
12.5K
$243K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
10.7K+ 13.76% |
$203K - $209K
|
88.6K
$1.72M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
22.5K+ 14.85% |
$426K - $438K
|
174K
$3.37M
|
|
|
Nov 04, 2025
Q3 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
108KNew |
$2.04M - $2.1M
|
108K
$2.09M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-251K- 12.21% |
$4.76M - $4.89M
|
1.81M
$35M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
600New |
$11.4K - $11.7K
|
600
$11.6K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
105K+ 8.65% |
$1.98M - $2.04M
|
1.31M
$25.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-427K- 49.43% |
$8.08M - $8.31M
|
436K
$8.46M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-13K- 27.08% |
$246K - $253K
|
35K
$678K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.63K+ 147.33% |
$30.8K - $31.6K
|
2.73K
$52.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
48.7KNew |
$921K - $947K
|
48.7K
$943K
|
|
|
Nov 03, 2025
Q3 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-852- 0.58% |
$16.1K - $16.6K
|
146K
$2.83M
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
41.4KNew |
$784K - $806K
|
41.4K
$802K
|
|
|
Nov 03, 2025
Q3 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
2.85K+ 11.52% |
$54K - $55.5K
|
27.6K
$535K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-14.1K- 25.8% |
$266K - $274K
|
40.4K
$784K
|
|
|
Oct 31, 2025
Q3 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-667- 0.55% |
$12.6K - $13K
|
120K
$2.33M
|
|
|
Oct 31, 2025
Q3 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
7.53K+ 70.0% |
$143K - $147K
|
18.3K
$354K
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-1.84K- 3.64% |
$34.9K - $35.9K
|
48.8K
$945K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.75K+ 8.11% |
$71K - $73K
|
50K
$969K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
37.5K+ 29.93% |
$709K - $729K
|
163K
$3.15M
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
15KNew |
$284K - $292K
|
15K
$291K
|
|
|
Oct 29, 2025
Q3 2025
|
Platform Technology Partners
|
SELL
|
- |
-5.32K- 8.6% |
$101K - $104K
|
56.5K
$1.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-10.8K- 27.87% |
$204K - $210K
|
27.9K
$542K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.19K+ 5.54% |
$22.5K - $23.1K
|
22.6K
$438K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-324- 0.46% |
$6.13K - $6.31K
|
69.8K
$1.35M
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
BUY
|
- |
1.56M+ 14194.91% |
$29.5M - $30.3M
|
1.57M
$30.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
19.9K+ 26.34% |
$376K - $387K
|
95.4K
$1.85M
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-375- 47.83% |
$7.1K - $7.3K
|
409
$7.93K
|
|
|
Oct 27, 2025
Q3 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-51.9K- 43.34% |
$982K - $1.01M
|
67.8K
$1.31M
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.57K- 2.97% |
$29.7K - $30.5K
|
51.2K
$992K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
872+ 0.89% |
$16.5K - $17K
|
99.2K
$1.92M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
18.2K+ 1.91% |
$345K - $355K
|
969K
$18.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.95K- 7.99% |
$37K - $38K
|
22.5K
$436K
|
|
|
Oct 23, 2025
Q3 2025
|
Steinberganna Wealth Management
Huntington, NY |
BUY
|
- |
15.9KNew |
$302K - $310K
|
15.9K
$309K
|
|
|
Oct 23, 2025
Q3 2025
|
Essex LLC
|
SELL
|
- |
-85.5K- 11.2% |
$1.62M - $1.67M
|
678K
$13.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
151+ 1.41% |
$2.86K - $2.94K
|
10.9K
$211K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
39.2K+ 13.55% |
$741K - $763K
|
328K
$6.36M
|
|
|
Oct 22, 2025
Q3 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
956+ 0.16% |
$18.1K - $18.6K
|
588K
$11.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
15.7K+ 4.85% |
$298K - $306K
|
340K
$6.59M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-74- 2.34% |
$1.4K - $1.44K
|
3.09K
$59.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
40+ 0.22% |
$757 - $779
|
18K
$349K
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
15.5KNew |
$294K - $302K
|
15.5K
$301K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
21.9K+ 69.73% |
$414K - $426K
|
53.2K
$1.03M
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
202K+ 100.0% |
$3.83M - $3.94M
|
405K
$7.84M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-14.4K- 11.48% |
$273K - $281K
|
111K
$2.15M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
97.3K+ 6.25% |
$1.84M - $1.9M
|
1.65M
$32.1M
|
|