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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
11.6KNew |
$215K - $219K
|
11.6K
$221K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
11.6KNew |
$214K - $218K
|
11.6K
$220K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
11.2K+ 34.85% |
$208K - $212K
|
43.4K
$825K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
11KNew |
$203K - $207K
|
11K
$209K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
10.4KNew |
$193K - $196K
|
10.4K
$198K
|
|
|
May 15, 2025
Q1 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
10.1K+ 50.25% |
$188K - $192K
|
30.3K
$577K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
9.2K+ 20.88% |
$171K - $174K
|
53.3K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
8.63K+ 67.6% |
$160K - $163K
|
21.4K
$407K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
8.41K+ 11.95% |
$156K - $159K
|
78.7K
$1.5M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
6.31K+ 4.07% |
$117K - $119K
|
161K
$3.07M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6.17K+ 35.99% |
$114K - $116K
|
23.3K
$443K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
5.15K+ 3.22% |
$95.4K - $97.2K
|
165K
$3.14M
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
4.77K+ 7.29% |
$88.4K - $90.1K
|
70.2K
$1.34M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.34K+ 13.77% |
$80.4K - $81.9K
|
35.8K
$681K
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
3.87K+ 1.53% |
$71.8K - $73.1K
|
257K
$4.88M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.65KNew |
$67.6K - $68.9K
|
3.65K
$69.4K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
3.59K+ 7.58% |
$66.5K - $67.7K
|
50.9K
$967K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
3.49K+ 12.48% |
$64.7K - $65.9K
|
31.5K
$599K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
3.47K+ 2.38% |
$64.3K - $65.5K
|
149K
$2.83M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
3.42K+ 0.81% |
$63.5K - $64.6K
|
426K
$8.1M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.12K+ 14.03% |
$57.8K - $58.9K
|
25.4K
$482K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
2.48K+ 3.3% |
$45.9K - $46.8K
|
77.6K
$1.48M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.18K+ 15.8% |
$40.3K - $41.1K
|
15.9K
$303K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.11K+ 3.71% |
$39K - $39.8K
|
58.9K
$1.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.91K+ 126.88% |
$35.4K - $36K
|
3.41K
$64.9K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.84KNew |
$34K - $34.6K
|
1.84K
$34.9K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.79K+ 4.97% |
$33.2K - $33.8K
|
37.8K
$719K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.33K+ 1.65% |
$24.7K - $25.2K
|
82.3K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.14K+ 2.11% |
$21K - $21.4K
|
55K
$1.05M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.12K+ 2.55% |
$20.7K - $21.1K
|
44.9K
$854K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.09K+ 1.23% |
$20.2K - $20.6K
|
90.2K
$1.72M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
927+ 1.48% |
$17.2K - $17.5K
|
63.5K
$1.21M
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
809+ 3.07% |
$15K - $15.3K
|
27.1K
$516K
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
742+ 4.06% |
$13.8K - $14K
|
19K
$362K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
495+ 0.67% |
$9.18K - $9.35K
|
74.2K
$1.41M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
439+ 2.45% |
$8.14K - $8.29K
|
18.4K
$350K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
368+ 40.53% |
$6.82K - $6.95K
|
1.28K
$24.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
355New |
$6.58K - $6.7K
|
355
$6.75K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
348+ 29.54% |
$6.45K - $6.57K
|
1.53K
$29K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
304+ 0.41% |
$5.64K - $5.74K
|
74.8K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
182+ 0.28% |
$3.37K - $3.44K
|
64.9K
$1.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
147+ 1.41% |
$2.73K - $2.78K
|
10.6K
$201K
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
121+ 0.33% |
$2.24K - $2.28K
|
36.3K
$691K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
77+ 0.72% |
$1.43K - $1.45K
|
10.8K
$206K
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
33+ 0.27% |
$612 - $623
|
12.3K
$233K
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
2+ 0.02% |
$37.1 - $37.8
|
11.8K
$224K
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Stonebridge Advisors LLC
Wilton, CT |
BUY
|
- |
367KNew |
$6.84M - $7M
|
367K
$6.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
63.8KNew |
$1.19M - $1.22M
|
63.8K
$1.21M
|
|