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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
319K+ 9.08% |
$5.92M - $6.03M
|
3.84M
$73M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
3.49K+ 12.48% |
$64.7K - $65.9K
|
31.5K
$599K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
368+ 40.53% |
$6.82K - $6.95K
|
1.28K
$24.3K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-301- 13.74% |
$5.58K - $5.68K
|
1.89K
$35.9K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-6.75K- 20.85% |
$125K - $127K
|
25.6K
$487K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.5K+ 48.85% |
$231K - $235K
|
38K
$723K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
103K+ 15.64% |
$1.92M - $1.95M
|
765K
$14.5M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
3.47K+ 2.38% |
$64.3K - $65.5K
|
149K
$2.83M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
6.31K+ 4.07% |
$117K - $119K
|
161K
$3.07M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-63.9K- 58.3% |
$1.18M - $1.21M
|
45.7K
$869K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-9.53K- 41.67% |
$177K - $180K
|
13.3K
$254K
|
|
|
May 05, 2025
Q1 2025
|
1776 Wealth LLC
|
SELL
|
- |
-22- 0.01% |
$408 - $415
|
152K
$2.89M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.12K+ 2.55% |
$20.7K - $21.1K
|
44.9K
$854K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
19.9K+ 7.8% |
$369K - $376K
|
275K
$5.23M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-28.4K- 16.24% |
$527K - $537K
|
147K
$2.79M
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
121+ 0.33% |
$2.24K - $2.28K
|
36.3K
$691K
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
4.77K+ 7.29% |
$88.4K - $90.1K
|
70.2K
$1.34M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
5.15K+ 3.22% |
$95.4K - $97.2K
|
165K
$3.14M
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-2.78K- 19.44% |
$51.4K - $52.4K
|
11.5K
$219K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-18.3K- 4.13% |
$339K - $345K
|
424K
$8.07M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.64K- 4.74% |
$67.5K - $68.7K
|
73.2K
$1.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
147+ 1.41% |
$2.73K - $2.78K
|
10.6K
$201K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
355New |
$6.58K - $6.7K
|
355
$6.75K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.11K+ 3.71% |
$39K - $39.8K
|
58.9K
$1.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-557- 3.56% |
$10.3K - $10.5K
|
15.1K
$287K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
51.2K+ 33.21% |
$949K - $966K
|
205K
$3.91M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
375K+ 17.98% |
$6.96M - $7.09M
|
2.46M
$46.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
348+ 29.54% |
$6.45K - $6.57K
|
1.53K
$29K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
133KNew |
$2.47M - $2.52M
|
133K
$2.54M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
11KNew |
$203K - $207K
|
11K
$209K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.38K- 1.26% |
$25.6K - $26K
|
108K
$2.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-8.71K- 36.33% |
$162K - $165K
|
15.3K
$290K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-377- 2.7% |
$6.99K - $7.12K
|
13.6K
$258K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-34.7K- 4.13% |
$644K - $656K
|
806K
$15.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
13.3K+ 29.5% |
$247K - $252K
|
58.5K
$1.11M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
304+ 0.41% |
$5.64K - $5.74K
|
74.8K
$1.42M
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-32.4K- 7.97% |
$601K - $612K
|
374K
$7.12M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
11.6KNew |
$214K - $218K
|
11.6K
$220K
|
|
|
Apr 23, 2025
Q1 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
SELL
|
- |
-7.47K- 25.72% |
$138K - $141K
|
21.6K
$410K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.09K+ 1.23% |
$20.2K - $20.6K
|
90.2K
$1.72M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-576- 2.22% |
$10.7K - $10.9K
|
25.4K
$482K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.1K- 6.68% |
$57.5K - $58.5K
|
43.3K
$824K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.65KNew |
$67.6K - $68.9K
|
3.65K
$69.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-168- 0.14% |
$3.11K - $3.17K
|
122K
$2.32M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
8.41K+ 11.95% |
$156K - $159K
|
78.7K
$1.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-839- 13.19% |
$15.6K - $15.8K
|
5.52K
$105K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
19.9K+ 100.0% |
$369K - $376K
|
39.8K
$757K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-2.29K- 6.51% |
$42.5K - $43.3K
|
32.9K
$626K
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
2+ 0.02% |
$37.1 - $37.8
|
11.8K
$224K
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
373+ 0.77% |
$6.92K - $7.04K
|
49K
$932K
|