Latest Institutional Purchases of First Tr ETF Iii Instl Pfd Sec (FPEI)

FPEI Quotes by TradingView

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 30, 2025 Q4 2024
Bxm Wealth LLC

Englewood, CO
BUY
 -
33.5K
New
$624K - $638K
33.5K $637K
Feb 12, 2025 Q4 2024
Old Mission Capital LLC

BUY
 -
14.4K
New
$268K - $275K
14.4K $274K
Jan 30, 2025 Q4 2024
Principal Securities, Inc.

Des Moines, IA
BUY
 -
14.4K
+ 11.69%
$268K - $274K
137K $2.61M
Feb 14, 2025 Q4 2024
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
14.2K
New
$265K - $271K
14.2K $271K
Jan 21, 2025 Q4 2024
Castleview Partners, LLC

Dallas, TX
BUY
 -
13.1K
New
$243K - $249K
13.1K $248K
Mar 06, 2025 Q4 2024
Tfr Capital, Llc.

Plano, TX
BUY
 -
11.4K
New
$213K - $218K
11.4K $218K
Jun 06, 2025 Q4 2024
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
10.1K
+ 1.45%
$187K - $192K
703K $13.4M
Jan 31, 2025 Q4 2024
Global Retirement Partners, LLC

BUY
 -
1.83K
+ 151.53%
$34.1K - $34.8K
3.04K $57.7K
Feb 05, 2025 Q4 2024
Private Trust CO Na

BUY
 -
1.36K
+ 17.2%
$25.4K - $26K
9.29K $177K
Feb 14, 2025 Q4 2024
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
440
New
$8.19K - $8.38K
440 $8.37K
Jan 31, 2025 Q4 2024
Kestra Investment Management, LLC

Austin, TX
BUY
 -
344
New
$6.41K - $6.55K
344 $6.54K
Feb 14, 2025 Q4 2024
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
200
New
$3.72K - $3.81K
200 $3.8K
Jan 22, 2025 Q4 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
126
New
$2.35K - $2.4K
126 $2.4K
Jan 31, 2025 Q4 2024
Sanctuary Advisors, LLC

Indianapolis, IN
BUY
 -
101
+ 0.73%
$1.88K - $1.92K
13.9K $264K
Q3 2024
Oct 18, 2024 Q3 2024
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
297K
+ 38.48%
$5.45M - $5.67M
1.07M $20.3M
Nov 13, 2024 Q3 2024
Prudential Financial Inc

Newark, NJ
BUY
 -
54.1K
+ 72.59%
$993K - $1.03M
129K $2.45M
Nov 14, 2024 Q3 2024
Keebeck Wealth Management, LLC

Chicago, IL
BUY
 -
27.2K
+ 32.87%
$498K - $518K
110K $2.09M
Nov 08, 2024 Q3 2024
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
2.9K
New
$53.2K - $55.3K
2.9K $55.2K
Oct 11, 2024 Q3 2024
Org Partners LLC

Roanoke, IN
BUY
 -
1K
New
$18.4K - $19.1K
1K $19K
Apr 01, 2025 Q3 2024
Talon Private Wealth, LLC

The Villages, FL
BUY
 -
250
New
$4.59K - $4.77K
250 $4.76K
Nov 06, 2024 Q3 2024
Peterson Financial Group, Inc.

BUY
 -
70
New
$1.29K - $1.34K
70 $1.33K
Q2 2024
Aug 02, 2024 Q2 2024
Win Advisors, Inc

BUY
 -
62.8K
New
$1.12M - $1.16M
62.8K $1.19M
Jul 15, 2024 Q2 2024
Wedmont Private Capital

BUY
 -
10.1K
New
$180K - $185K
10.1K $191K
Aug 15, 2024 Q2 2024
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
10K
New
$179K - $184K
10K $190K
Jul 30, 2024 Q2 2024
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
8.54K
New
$153K - $157K
8.54K $162K
Jul 25, 2024 Q2 2024
Tkg Advisors, LLC

BUY
 -
7.97K
+ 3.48%
$143K - $147K
237K $4.51M
Aug 08, 2024 Q2 2024
Zions Bancorporation, N.A.

BUY
 -
5K
New
$89.6K - $92.2K
5K $95.1K
Jul 17, 2024 Q2 2024
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
2.22K
New
$39.8K - $41K
2.22K $42.3K
Jul 18, 2024 Q2 2024
Gradient Investments LLC

BUY
 -
667
New
$11.9K - $12.3K
667 $12.7K
Jul 19, 2024 Q2 2024
First Horizon Advisors, Inc.

BUY
 -
657
New
$11.8K - $12.1K
657 $12.5K
Jul 24, 2024 Q2 2024
Edge Rock Capital LLC

BUY
 -
227
New
$4.07K - $4.18K
227 $4.32K
Aug 13, 2024 Q2 2024
Penserra Capital Management LLC

Orinda, CA
BUY
 -
10
+ 2.38%
$179 - $184
431 $8.2K
Aug 12, 2024 Q2 2024
Kelly Financial Services LLC

Braintree, MA
BUY
 -
7
+ 0.98%
$125 - $129
724 $13.8K
Q1 2024
Apr 15, 2024 Q1 2024
G&S Capital LLC

BUY
 -
187K
New
$3.31M - $3.41M
187K $3.56M
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
106K
+ 116.83%
$1.88M - $1.94M
197K $3.75M
May 14, 2024 Q1 2024
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
40.1K
+ 38.35%
$710K - $732K
145K $2.75M
May 29, 2024 Q1 2024
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
34.3K
New
$606K - $626K
34.3K $652K
Apr 12, 2024 Q1 2024
Global Assets Advisory, LLC

Orlando, FL
BUY
 -
27.3K
New
$483K - $498K
27.3K $519K
May 03, 2024 Q1 2024
Signaturefd, LLC

Atlanta, GA
BUY
 -
2.4K
New
$42.5K - $43.8K
2.4K $45.6K
May 10, 2024 Q1 2024
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
1.23K
+ 48.33%
$21.8K - $22.4K
3.77K $71.7K
May 03, 2024 Q1 2024
Csenge Advisory Group

BUY
 -
866
+ 8.6%
$15.3K - $15.8K
10.9K $208K
May 01, 2024 Q1 2024
Lincoln National Corp

BUY
 -
390
+ 1.31%
$6.9K - $7.12K
30.2K $575K
Apr 15, 2024 Q1 2024
Key Client Fiduciary Advisors, LLC

BUY
 -
13
+ 0.06%
$230 - $237
21.9K $417K
Q4 2023
Feb 06, 2024 Q4 2023
Avidian Wealth Solutions, LLC

BUY
 -
121K
New
$1.99M - $2.16M
121K $2.3M
Feb 09, 2024 Q4 2023
Hrt Financial LP

New York, NY
BUY
 -
17.8K
New
$293K - $318K
17.8K $338K
Feb 14, 2024 Q4 2023
Two Sigma Securities, LLC

New York, NY
BUY
 -
12.2K
New
$201K - $219K
12.2K $233K
Feb 14, 2024 Q4 2023
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
672
New
$11.1K - $12K
672 $12.8K
Feb 09, 2024 Q4 2023
Advisory Services Network, LLC

BUY
 -
79
New
$1.3K - $1.41K
79 $1.5K
May 15, 2024 Q4 2023
Clear Point Advisors Inc.

Melville, NY
BUY
 -
6
New
$98.8 - $107
6 $114

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