Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-861K- 73.6% |
$15.4M - $15.9M
|
309K
$5.81M
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-623K- 79.07% |
$11.1M - $11.5M
|
165K
$3.1M
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-480K- 80.92% |
$8.59M - $8.84M
|
113K
$2.13M
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-121K- 25.73% |
$2.17M - $2.23M
|
349K
$6.57M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-91.4K- 1.22% |
$1.64M - $1.68M
|
7.37M
$139M
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-78.1K- 51.94% |
$1.4M - $1.44M
|
72.3K
$1.36M
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-52.3K- 53.34% |
$937K - $964K
|
45.8K
$861K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-44.4K- 79.87% |
$795K - $818K
|
11.2K
$210K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-30.5K- 37.21% |
$546K - $562K
|
51.5K
$968K
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-27K- 49.74% |
$483K - $497K
|
27.3K
$513K
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
SELL
|
- |
-18.2K- 16.81% |
$325K - $335K
|
89.8K
$1.69M
|
|
Jul 23, 2024
Q2 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-14.8K- 7.59% |
$265K - $273K
|
180K
$3.39M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-14.2K- 92.53% |
$255K - $262K
|
1.15K
$21.6K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-12.7K- 1.61% |
$227K - $233K
|
772K
$14.5M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.86K- 3.46% |
$159K - $163K
|
248K
$4.66M
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-7.99K- 4.82% |
$143K - $147K
|
158K
$2.97M
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-7.89K- 26.33% |
$141K - $145K
|
22.1K
$415K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.88K- 37.01% |
$141K - $145K
|
13.4K
$252K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.72K- 1.26% |
$138K - $142K
|
604K
$11.4M
|
|
Aug 13, 2024
Q2 2024
|
1776 Wealth LLC
|
SELL
|
- |
-6.42K- 3.84% |
$115K - $118K
|
161K
$3.02M
|
|
Jul 22, 2024
Q2 2024
|
Essex LLC
|
SELL
|
- |
-6.41K- 0.72% |
$115K - $118K
|
884K
$16.6M
|
|
Aug 02, 2024
Q2 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-6.17K- 0.63% |
$110K - $114K
|
974K
$18.3M
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-5.9K- 33.81% |
$106K - $109K
|
11.6K
$217K
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-5.66K- 2.12% |
$101K - $104K
|
262K
$4.92M
|
|
Jul 30, 2024
Q2 2024
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-5.31K- 7.76% |
$95.1K - $97.9K
|
63.2K
$1.19M
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.86K- 5.59% |
$87K - $89.6K
|
82K
$1.54M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.68K- 82.25% |
$83.8K - $86.3K
|
1.01K
$19K
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.01K- 7.03% |
$71.8K - $73.9K
|
53K
$997K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.97K- 0.77% |
$71.2K - $73.2K
|
511K
$9.61M
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.89K- 7.04% |
$69.6K - $71.6K
|
51.3K
$965K
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-3.83K- 40.93% |
$68.5K - $70.5K
|
5.52K
$104K
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-3.03K- 6.38% |
$54.2K - $55.8K
|
44.4K
$836K
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.7K- 15.95% |
$48.4K - $49.8K
|
14.3K
$268K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.7K- 25.4% |
$48.4K - $49.8K
|
7.93K
$149K
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.81K- 0.44% |
$32.5K - $33.4K
|
408K
$7.68M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.66K- 7.72% |
$29.7K - $30.6K
|
19.8K
$373K
|
|
Jul 23, 2024
Q2 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1.35K- 9.71% |
$24.2K - $24.9K
|
12.6K
$236K
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.32K- 1.73% |
$23.7K - $24.4K
|
75.1K
$1.41M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.31K- 1.57% |
$23.5K - $24.2K
|
82.5K
$1.55M
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.21K- 4.74% |
$21.7K - $22.4K
|
24.4K
$459K
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-799- 3.65% |
$14.3K - $14.7K
|
21.1K
$397K
|
|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-701- 5.62% |
$12.6K - $12.9K
|
11.8K
$222K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-690- 37.42% |
$12.4K - $12.7K
|
1.15K
$21.7K
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-580- 1.4% |
$10.4K - $10.7K
|
40.9K
$769K
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-575- 0.73% |
$10.3K - $10.6K
|
78K
$1.47M
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-538- 4.84% |
$9.64K - $9.92K
|
10.6K
$199K
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-485- 4.09% |
$8.69K - $8.94K
|
11.4K
$214K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-439- 0.78% |
$7.86K - $8.09K
|
55.9K
$1.05M
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-420- 58.33% |
$7.52K - $7.74K
|
300
$5.64K
|
|
Aug 13, 2024
Q2 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-385- 1.01% |
$6.9K - $7.1K
|
37.8K
$711K
|