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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-9.44K- 3.97% |
$155K - $160K
|
228K
$4.29M
|
|
|
Aug 07, 2023
Q2 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
30KNew |
$493K - $510K
|
30K
$564K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
60.8KNew |
$999K - $1.03M
|
60.8K
$1.14M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
471KNew |
$7.74M - $8.01M
|
471K
$8.86M
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
876New |
$14.4K - $14.9K
|
876
$16.5K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
28.4KNew |
$467K - $483K
|
28.4K
$535K
|
|
|
Jul 13, 2023
Q2 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
1.51K+ 6.08% |
$24.9K - $25.7K
|
26.4K
$496K
|
|
| Q1 2023 | |||||||
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.68K+ 2.68% |
$75.3K - $88.2K
|
179K
$3.37M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.54K+ 9.17% |
$56.9K - $66.6K
|
42.1K
$791K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-257- 24.31% |
$4.14K - $4.84K
|
800
$15K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3.68K+ 2.1% |
$59.2K - $69.3K
|
178K
$3.35M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-257- 24.31% |
$4.14K - $4.84K
|
800
$15K
|
|
|
May 15, 2023
Q1 2023
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
58.2KNew |
$936K - $1.1M
|
58.2K
$1.09M
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-14.4K- 57.54% |
$232K - $271K
|
10.6K
$200K
|
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-159- 1.12% |
$2.56K - $3K
|
14.1K
$265K
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-500- 20.0% |
$8.05K - $9.42K
|
2K
$37.6K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.09KNew |
$33.7K - $39.4K
|
2.09K
$39.3K
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
6.44KNew |
$104K - $121K
|
6.44K
$121K
|
|
|
Apr 18, 2023
Q1 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-14.4KClosed |
$231K - $270K
|
0
$0
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-9.61K- 46.41% |
$155K - $181K
|
11.1K
$209K
|
|
|
Apr 06, 2023
Q1 2023
|
Sterling Manor Financial, LLC
|
BUY
|
- |
12.9KNew |
$208K - $243K
|
12.9K
$243K
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-41.8K- 71.78% |
$672K - $787K
|
16.4K
$309K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2KNew |
$34.3K - $36.1K
|
2K
$37.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
526KNew |
$9.03M - $9.5M
|
526K
$9.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.25KNew |
$124K - $131K
|
7.25K
$136K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.73K- 93.37% |
$46.9K - $49.3K
|
194
$3.65K
|
|
|
Feb 07, 2023
Q4 2022
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
30.5KNew |
$524K - $551K
|
30.5K
$574K
|
|
|
Feb 06, 2023
Q4 2022
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
261KNew |
$4.48M - $4.72M
|
261K
$4.91M
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
10.3KNew |
$176K - $185K
|
10.3K
$193K
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
20.7KNew |
$355K - $374K
|
20.7K
$389K
|
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
24.5KNew |
$420K - $441K
|
24.5K
$460K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
750New |
$12.9K - $13.5K
|
750
$14.1K
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
15+ 0.11% |
$257 - $271
|
14.1K
$266K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
2KNew |
$34.3K - $36.1K
|
2K
$37.6K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
13.7K+ 15.11% |
$235K - $247K
|
104K
$1.96M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
21.7KNew |
$371K - $391K
|
21.7K
$407K
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
700New |
$12K - $13.1K
|
700
$13.2K
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.83KNew |
$99.9K - $109K
|
5.83K
$110K
|
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.5KNew |
$25.7K - $28K
|
1.5K
$28.2K
|
|
|
Nov 03, 2022
Q3 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-317K- 76.3% |
$5.44M - $5.92M
|
98.6K
$1.85M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2+ 0.92% |
$34.3 - $37.3
|
219
$4.12K
|
|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
459KNew |
$7.87M - $8.56M
|
459K
$8.62M
|
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
192KNew |
$3.3M - $3.59M
|
192K
$3.62M
|
|
|
Oct 25, 2022
Q3 2022
|
Crumly & Associates Inc.
|
BUY
|
- |
1.86K+ 1.89% |
$31.9K - $34.7K
|
99.9K
$1.88M
|
|
|
Oct 12, 2022
Q3 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
67.7K+ 42.3% |
$1.16M - $1.26M
|
228K
$4.28M
|
|
|
Oct 12, 2022
Q3 2022
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-79.7K- 79.47% |
$1.37M - $1.49M
|
20.6K
$387K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.77K- 18.35% |
$49.1K - $53.9K
|
12.3K
$232K
|
|
|
Aug 03, 2022
Q2 2022
|
Darwin Advisors, LLC
|
BUY
|
- |
2.32K+ 21.74% |
$41.2K - $45.2K
|
13K
$245K
|
|
|
Aug 01, 2022
Q2 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-133KClosed |
$2.36M - $2.59M
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Wespac Advisors, LLC
|
BUY
|
- |
32.3K+ 59.69% |
$572K - $629K
|
86.4K
$1.62M
|
|