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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
13.8KNew |
$253K - $263K
|
13.8K
$257K
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
12.8K+ 101.99% |
$235K - $244K
|
25.4K
$474K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12K+ 112.7% |
$220K - $229K
|
22.6K
$423K
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
11.9K+ 5.16% |
$218K - $227K
|
242K
$4.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.6K+ 73.33% |
$212K - $221K
|
27.3K
$511K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
11.1K+ 52.34% |
$203K - $211K
|
32.2K
$601K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11KNew |
$202K - $209K
|
11K
$205K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
10.5K+ 6.75% |
$193K - $201K
|
167K
$3.11M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
10.4K+ 68.04% |
$191K - $199K
|
25.7K
$480K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
10.4K+ 53.2% |
$190K - $198K
|
29.8K
$557K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
8.87K+ 73.54% |
$163K - $169K
|
20.9K
$391K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
8.59K+ 35.26% |
$158K - $164K
|
32.9K
$615K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
7.78K+ 5.29% |
$143K - $148K
|
155K
$2.89M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.58K+ 13.27% |
$121K - $126K
|
56.2K
$1.05M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.69K+ 28.18% |
$105K - $109K
|
25.9K
$484K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.09K+ 50.41% |
$93.4K - $97.1K
|
15.2K
$284K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.95K+ 2.24% |
$90.9K - $94.5K
|
226K
$4.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.88K+ 383.96% |
$71.2K - $74K
|
4.89K
$91.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.7K+ 32.93% |
$67.9K - $70.6K
|
14.9K
$279K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.27K+ 4.57% |
$60.1K - $62.5K
|
74.9K
$1.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.26K+ 6.57% |
$59.9K - $62.3K
|
52.9K
$989K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.93K+ 21.8% |
$53.7K - $55.8K
|
16.3K
$305K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.9KNew |
$53.2K - $55.3K
|
2.9K
$54.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.84KNew |
$52.2K - $54.3K
|
2.84K
$53.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
2.09K+ 6.29% |
$38.3K - $39.8K
|
35.2K
$658K
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
1.71K+ 0.08% |
$31.3K - $32.6K
|
2.12M
$39.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.56K+ 3.77% |
$28.6K - $29.7K
|
42.8K
$800K
|
|
|
Nov 13, 2024
Q3 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
1.55K+ 12.97% |
$28.4K - $29.5K
|
13.5K
$252K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.5K+ 2.08% |
$27.6K - $28.6K
|
73.8K
$1.38M
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.4K+ 1.23% |
$25.6K - $26.6K
|
115K
$2.15M
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.33K+ 4.71% |
$24.4K - $25.4K
|
29.6K
$553K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1KNew |
$18.4K - $19.1K
|
1K
$18.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
641+ 1.25% |
$11.8K - $12.2K
|
52.1K
$973K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
537+ 1.21% |
$9.86K - $10.2K
|
45K
$840K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
351+ 53.59% |
$6.44K - $6.7K
|
1.01K
$18.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
168+ 0.22% |
$3.08K - $3.21K
|
78.2K
$1.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
157+ 0.42% |
$2.88K - $3K
|
38K
$709K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
74+ 0.7% |
$1.36K - $1.41K
|
10.7K
$199K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
70New |
$1.29K - $1.34K
|
70
$1.31K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
53+ 4.59% |
$973 - $1.01K
|
1.21K
$22.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
18+ 0.1% |
$330 - $343
|
17.9K
$335K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
7+ 1.27% |
$129 - $134
|
558
$10.4K
|
|
| Q2 2024 | |||||||
|
Aug 02, 2024
Q2 2024
|
Win Advisors, Inc
|
BUY
|
- |
62.8KNew |
$1.12M - $1.16M
|
62.8K
$1.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
34.5KNew |
$619K - $636K
|
34.5K
$645K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
10.1KNew |
$180K - $185K
|
10.1K
$188K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10KNew |
$179K - $184K
|
10K
$187K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
8.54KNew |
$153K - $157K
|
8.54K
$159K
|
|
|
Jul 25, 2024
Q2 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
7.97K+ 3.48% |
$143K - $147K
|
237K
$4.43M
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
5KNew |
$89.6K - $92.2K
|
5K
$93.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.22KNew |
$39.8K - $41K
|
2.22K
$41.5K
|
|