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 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
10.1KNew |
$180K - $185K
|
10.1K
$189K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-5.9K- 33.81% |
$106K - $109K
|
11.6K
$217K
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-34.9K- 1.13% |
$618K - $638K
|
3.05M
$57.3M
|
|
|
May 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
34.3KNew |
$606K - $626K
|
34.3K
$644K
|
|
|
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
$1.61M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
106K+ 116.83% |
$1.88M - $1.94M
|
197K
$3.7M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
40.1K+ 38.35% |
$710K - $732K
|
145K
$2.72M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
94.2KNew |
$1.67M - $1.72M
|
94.2K
$1.77M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
14.8KNew |
$261K - $270K
|
14.8K
$278K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.23K+ 48.33% |
$21.8K - $22.4K
|
3.77K
$70.9K
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.95K+ 7.41% |
$34.5K - $35.6K
|
28.3K
$531K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-4.27K- 27.52% |
$75.5K - $77.9K
|
11.2K
$211K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.4KNew |
$42.5K - $43.8K
|
2.4K
$45.1K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
866+ 8.6% |
$15.3K - $15.8K
|
10.9K
$206K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
49+ 15.22% |
$867 - $895
|
371
$6.97K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
390+ 1.31% |
$6.9K - $7.12K
|
30.2K
$568K
|
|
|
Apr 30, 2024
Q1 2024
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-22.1K- 50.0% |
$390K - $403K
|
22.1K
$415K
|
|
|
Apr 15, 2024
Q1 2024
|
G&S Capital LLC
|
BUY
|
- |
187KNew |
$3.31M - $3.41M
|
187K
$3.52M
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
13+ 0.06% |
$230 - $237
|
21.9K
$412K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
27.3KNew |
$483K - $498K
|
27.3K
$513K
|
|
| Q4 2023 | |||||||
|
Sep 05, 2024
Q4 2023
|
Stonebridge Advisors LLC
Wilton, CT |
BUY
|
- |
10.1KNew |
$166K - $180K
|
10.1K
$189K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
6New |
$98.8 - $107
|
6
$113
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1New |
$16.5 - $17.9
|
1
$18.8
|
|
|
Feb 22, 2024
Q4 2023
|
Peterson Wealth Management
|
SELL
|
- |
-111K- 54.75% |
$1.83M - $1.99M
|
92K
$1.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.03M+ 2731.97% |
$17M - $18.5M
|
1.07M
$20.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.6KNew |
$289K - $315K
|
17.6K
$331K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
10.5KNew |
$173K - $188K
|
10.5K
$198K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
672New |
$11.1K - $12K
|
672
$12.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
12.2KNew |
$201K - $219K
|
12.2K
$230K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
17.8KNew |
$293K - $318K
|
17.8K
$334K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-351- 0.99% |
$5.78K - $6.28K
|
35K
$657K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
79New |
$1.3K - $1.41K
|
79
$1.49K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
121KNew |
$1.99M - $2.16M
|
121K
$2.27M
|
|
|
Feb 05, 2024
Q4 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
525+ 4.08% |
$8.64K - $9.4K
|
13.4K
$252K
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-138- 3.31% |
$2.27K - $2.47K
|
4.03K
$75.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-177- 9.38% |
$2.91K - $3.17K
|
1.71K
$32.2K
|
|
| Q3 2023 | |||||||
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
18.5KNew |
$311K - $319K
|
18.5K
$347K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-413- 3.66% |
$6.95K - $7.12K
|
10.9K
$205K
|
|
|
Nov 09, 2023
Q3 2023
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
620KNew |
$10.4M - $10.7M
|
620K
$11.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-2.43K- 11.38% |
$40.8K - $41.8K
|
18.9K
$355K
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-3.63K- 24.55% |
$61.1K - $62.6K
|
11.2K
$210K
|
|
|
Nov 01, 2023
Q3 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
13.6K+ 100.13% |
$228K - $234K
|
27.1K
$509K
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
25KNew |
$421K - $431K
|
25K
$470K
|
|
|
Oct 13, 2023
Q3 2023
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-34.1K- 8.99% |
$574K - $589K
|
346K
$6.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5New |
$84.1 - $86.3
|
5
$94
|
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-3.81K- 2.32% |
$64.1K - $65.7K
|
160K
$3.01M
|
|
| Q2 2023 | |||||||
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2.91KClosed |
$47.7K - $49.4K
|
0
$0
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.1KNew |
$166K - $172K
|
10.1K
$190K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.54K- 5.16% |
$41.7K - $43.2K
|
46.7K
$877K
|
|