Latest Institutional Purchases of First Tr ETF Iii Instl Pfd Sec (FPEI)
This list provides information on the latest institutional transactions involving First Tr ETF Iii Instl Pfd Sec (FPEI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Westview Management Dba Westview Investment Advisors
Burlington, VT |
BUY
|
- |
386KNew |
$7.43M - $7.53M
|
386K
$7.48M
|
|
|
Jan 16, 2026
Q4 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
106KNew |
$2.04M - $2.07M
|
106K
$2.05M
|
|
|
Jan 15, 2026
Q4 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
43.7KNew |
$840K - $852K
|
43.7K
$846K
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
BUY
|
- |
23.3K+ 25.42% |
$448K - $454K
|
115K
$2.23M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
19.6KNew |
$377K - $382K
|
19.6K
$379K
|
|
|
Jan 13, 2026
Q4 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
8.77K+ 2.01% |
$169K - $171K
|
445K
$8.63M
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
8.13K+ 4.92% |
$156K - $159K
|
173K
$3.36M
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
7.99K+ 12.31% |
$154K - $156K
|
72.9K
$1.41M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.1K+ 4.31% |
$40.3K - $40.9K
|
50.7K
$983K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.2K+ 2.95% |
$23.1K - $23.5K
|
42K
$813K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
676+ 1.27% |
$13K - $13.2K
|
53.9K
$1.04M
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
197+ 1.49% |
$3.79K - $3.84K
|
13.4K
$260K
|
|
| Q3 2025 | |||||||
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
BUY
|
- |
1.56M+ 14194.91% |
$29.5M - $30.3M
|
1.57M
$30.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.12M+ 7.23% |
$21.1M - $21.7M
|
16.6M
$321M
|
|
|
Nov 12, 2025
Q3 2025
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
639K+ 103.06% |
$12.1M - $12.4M
|
1.26M
$24.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
542K+ 14.54% |
$10.3M - $10.6M
|
4.27M
$82.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
356KNew |
$6.73M - $6.92M
|
356K
$6.89M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
205K+ 2.38% |
$3.88M - $3.99M
|
8.83M
$171M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
201K+ 4.62% |
$3.8M - $3.91M
|
4.54M
$88.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
196KNew |
$3.7M - $3.81M
|
196K
$3.79M
|
|
|
Nov 13, 2025
Q3 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
137KNew |
$2.59M - $2.66M
|
137K
$2.65M
|
|
|
Nov 13, 2025
Q3 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
127K+ 1013.37% |
$2.41M - $2.48M
|
140K
$2.71M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
118K+ 4.99% |
$2.23M - $2.3M
|
2.48M
$48M
|
|
|
Nov 04, 2025
Q3 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
108KNew |
$2.04M - $2.1M
|
108K
$2.09M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
105K+ 8.65% |
$1.98M - $2.04M
|
1.31M
$25.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
97.3K+ 6.25% |
$1.84M - $1.9M
|
1.65M
$32.1M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
94.7K+ 68.47% |
$1.79M - $1.84M
|
233K
$4.51M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
62.6K+ 7.44% |
$1.18M - $1.22M
|
904K
$17.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
50.8K+ 26.96% |
$961K - $988K
|
239K
$4.63M
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
49.3K+ 122.15% |
$932K - $959K
|
89.6K
$1.74M
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
48.7KNew |
$921K - $947K
|
48.7K
$943K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
48.2K+ 135.05% |
$913K - $939K
|
83.9K
$1.63M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
41.9KNew |
$793K - $815K
|
41.9K
$812K
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
41.4KNew |
$784K - $806K
|
41.4K
$802K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
39.2K+ 13.55% |
$741K - $763K
|
328K
$6.36M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
37.5K+ 29.93% |
$709K - $729K
|
163K
$3.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
34.9KNew |
$661K - $680K
|
34.9K
$677K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
30.1K+ 72.98% |
$570K - $586K
|
71.4K
$1.38M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
29.5KNew |
$559K - $575K
|
29.5K
$572K
|
|
|
Nov 12, 2025
Q3 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
27KNew |
$510K - $525K
|
27K
$522K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
24.4KNew |
$462K - $475K
|
24.4K
$473K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
24.1K+ 36.28% |
$457K - $470K
|
90.6K
$1.76M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
23.1K+ 7.7% |
$438K - $450K
|
324K
$6.27M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
22.5K+ 14.85% |
$426K - $438K
|
174K
$3.37M
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
22.3K+ 63.98% |
$423K - $435K
|
57.3K
$1.11M
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
20.4K+ 163.55% |
$387K - $398K
|
32.9K
$638K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
19.9K+ 26.34% |
$376K - $387K
|
95.4K
$1.85M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
18.2K+ 1.91% |
$345K - $355K
|
969K
$18.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
17.7K+ 10.26% |
$335K - $345K
|
190K
$3.69M
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
17K+ 4.22% |
$322K - $332K
|
421K
$8.16M
|
|