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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.02M+ 30.69% |
$18.4M - $19.4M
|
4.36M
$84.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
841KNew |
$15.1M - $16M
|
841K
$16.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
377K+ 65.65% |
$6.78M - $7.16M
|
951K
$18.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
222K+ 12.44% |
$3.99M - $4.22M
|
2.01M
$38.8M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
217K+ 202.28% |
$3.91M - $4.12M
|
324K
$6.28M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
213K+ 419.44% |
$3.84M - $4.05M
|
264K
$5.11M
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
202KNew |
$3.64M - $3.84M
|
202K
$3.92M
|
|
|
Aug 01, 2025
Q2 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
161K+ 37.94% |
$2.9M - $3.07M
|
587K
$11.4M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
113K+ 5.05% |
$2.04M - $2.15M
|
2.36M
$45.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
113K+ 7.81% |
$2.03M - $2.14M
|
1.56M
$30.1M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
106K+ 231.78% |
$1.9M - $2.01M
|
152K
$2.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
102K+ 138.77% |
$1.84M - $1.94M
|
176K
$3.41M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
96.5K+ 8.67% |
$1.74M - $1.83M
|
1.21M
$23.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
59.4K+ 0.69% |
$1.07M - $1.13M
|
8.62M
$167M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
49.8KNew |
$895K - $945K
|
49.8K
$963K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
49.3K+ 2.2% |
$886K - $936K
|
2.29M
$44.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
40.3KNew |
$725K - $766K
|
40.3K
$780K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
38.8K+ 5.12% |
$698K - $737K
|
796K
$15.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
38.7K+ 4.69% |
$696K - $735K
|
863K
$16.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
36.7K+ 128.23% |
$660K - $696K
|
65.3K
$1.26M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
31.4K+ 87.62% |
$565K - $596K
|
67.2K
$1.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
28.2KNew |
$508K - $536K
|
28.2K
$546K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
28.2K+ 29.05% |
$507K - $535K
|
125K
$2.42M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
25.5K+ 9.28% |
$459K - $485K
|
300K
$5.81M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
23.8K+ 26.13% |
$427K - $451K
|
115K
$2.22M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
23.4KNew |
$421K - $444K
|
23.4K
$453K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
23.3K+ 14.14% |
$420K - $443K
|
188K
$3.64M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
19.2K+ 7.89% |
$345K - $364K
|
262K
$5.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.1KNew |
$344K - $363K
|
19.1K
$370K
|
|
|
Jul 23, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
17.7KNew |
$318K - $336K
|
17.7K
$342K
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
17.5KNew |
$314K - $331K
|
17.5K
$338K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
16K+ 87.2% |
$289K - $305K
|
34.4K
$666K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.7KNew |
$283K - $298K
|
15.7K
$304K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14K+ 16.6% |
$252K - $266K
|
98.3K
$1.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
13K+ 20.01% |
$234K - $247K
|
77.9K
$1.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.8K+ 3.58% |
$231K - $243K
|
371K
$7.18M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
12K+ 17.79% |
$216K - $228K
|
79.6K
$1.54M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
11.6K+ 19.87% |
$209K - $221K
|
70.2K
$1.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
11.6K+ 49.89% |
$209K - $221K
|
34.9K
$676K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
11.3K+ 7.01% |
$203K - $215K
|
173K
$3.34M
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
BUY
|
- |
11KNew |
$197K - $208K
|
11K
$212K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.9K+ 1.52% |
$195K - $206K
|
723K
$14M
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
10.6KNew |
$191K - $202K
|
10.6K
$206K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.63K+ 6.45% |
$173K - $183K
|
159K
$3.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
9.2K+ 3.58% |
$166K - $175K
|
266K
$5.15M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.95K+ 14.25% |
$161K - $170K
|
71.8K
$1.39M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.74K+ 17.23% |
$139K - $147K
|
52.7K
$1.02M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
7.31K+ 3.96% |
$132K - $139K
|
192K
$3.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.28K+ 9.91% |
$95K - $100K
|
58.5K
$1.13M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
4.82K+ 11.15% |
$86.7K - $91.5K
|
48K
$929K
|