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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
841KNew |
$15.1M - $16M
|
841K
$16M
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
202KNew |
$3.64M - $3.84M
|
202K
$3.85M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
96.5K+ 8.67% |
$1.74M - $1.83M
|
1.21M
$23M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
49.3K+ 2.2% |
$886K - $936K
|
2.29M
$43.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
38.7K+ 4.69% |
$696K - $735K
|
863K
$16.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
28.2KNew |
$508K - $536K
|
28.2K
$537K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
28.2K+ 29.05% |
$507K - $535K
|
125K
$2.38M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14K+ 16.6% |
$252K - $266K
|
98.3K
$1.87M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
12K+ 17.79% |
$216K - $228K
|
79.6K
$1.51M
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
BUY
|
- |
11KNew |
$197K - $208K
|
11K
$209K
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
10.6KNew |
$191K - $202K
|
10.6K
$202K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.95K+ 14.25% |
$161K - $170K
|
71.8K
$1.36M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
7.31K+ 3.96% |
$132K - $139K
|
192K
$3.66M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
4.82K+ 11.15% |
$86.7K - $91.5K
|
48K
$913K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.43K+ 4.0% |
$25.7K - $27.1K
|
37.1K
$705K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
159+ 1.45% |
$2.86K - $3.02K
|
11.2K
$212K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
41+ 0.23% |
$738 - $779
|
18K
$342K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
25+ 0.08% |
$450 - $475
|
31.4K
$596K
|
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
11+ 0.01% |
$198 - $209
|
82.2K
$1.56M
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
9+ 1.57% |
$162 - $171
|
583
$11.1K
|
|
| Q1 2025 | |||||||
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.44MNew |
$26.8M - $27.3M
|
1.44M
$27.5M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.08M+ 6.81% |
$20M - $20.3M
|
16.9M
$321M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
375K+ 17.98% |
$6.96M - $7.09M
|
2.46M
$46.9M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
355K+ 11.92% |
$6.58M - $6.7M
|
3.33M
$63.4M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
319K+ 9.08% |
$5.92M - $6.03M
|
3.84M
$73M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
237K+ 2.84% |
$4.39M - $4.47M
|
8.56M
$163M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
207K+ 10.15% |
$3.84M - $3.91M
|
2.25M
$42.7M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
176K+ 165.43% |
$3.26M - $3.32M
|
282K
$5.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
133KNew |
$2.47M - $2.52M
|
133K
$2.54M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
125K+ 2.78% |
$2.31M - $2.35M
|
4.62M
$87.8M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
120K+ 36.11% |
$2.22M - $2.26M
|
452K
$8.6M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
103K+ 15.64% |
$1.92M - $1.95M
|
765K
$14.5M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
102K+ 227.45% |
$1.89M - $1.93M
|
147K
$2.8M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
81.3KNew |
$1.51M - $1.53M
|
81.3K
$1.55M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
73.7KNew |
$1.37M - $1.39M
|
73.7K
$1.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
53.8K+ 56.4% |
$998K - $1.02M
|
149K
$2.84M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
51.2K+ 33.21% |
$949K - $966K
|
205K
$3.91M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
43.1K+ 28.33% |
$799K - $814K
|
195K
$3.71M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
33.5KNew |
$621K - $632K
|
33.5K
$637K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
28.3K+ 80.82% |
$524K - $534K
|
63.2K
$1.2M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
24.6K+ 7.38% |
$457K - $465K
|
358K
$6.81M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
19.9K+ 100.0% |
$369K - $376K
|
39.8K
$757K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
19.9K+ 7.8% |
$369K - $376K
|
275K
$5.23M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
17.6KNew |
$327K - $332K
|
17.6K
$335K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
16K+ 45.95% |
$297K - $302K
|
50.8K
$967K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.2K+ 61.64% |
$282K - $287K
|
39.9K
$758K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
15.1K+ 19.92% |
$280K - $285K
|
90.9K
$1.73M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
13.3K+ 29.5% |
$247K - $252K
|
58.5K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12.8KNew |
$236K - $241K
|
12.8K
$243K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.5K+ 48.85% |
$231K - $235K
|
38K
$723K
|
|