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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-227K- 56.18% |
$4.38M - $4.44M
|
177K
$3.44M
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-116K- 70.41% |
$2.22M - $2.25M
|
48.6K
$941K
|
|
|
Jan 07, 2026
Q4 2025
|
Qp Wealth Management, LLC
|
SELL
|
- |
-94.9K- 59.27% |
$1.83M - $1.85M
|
65.2K
$1.26M
|
|
|
Jan 16, 2026
Q4 2025
|
Essex LLC
|
SELL
|
- |
-35.8K- 5.28% |
$690K - $699K
|
642K
$12.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-26.6K- 46.18% |
$512K - $519K
|
31K
$601K
|
|
|
Jan 29, 2026
Q4 2025
|
Comerica Bank
|
SELL
|
- |
-26.5K- 22.6% |
$509K - $516K
|
90.6K
$1.76M
|
|
|
Jan 28, 2026
Q4 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-16.4K- 50.37% |
$316K - $320K
|
16.2K
$313K
|
|
|
Jan 20, 2026
Q4 2025
|
Bxm Wealth LLC
Englewood, CO |
SELL
|
- |
-8.5K- 25.37% |
$164K - $166K
|
25K
$485K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-5.59K- 8.57% |
$108K - $109K
|
59.7K
$1.16M
|
|
|
Jan 27, 2026
Q4 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-4.5K- 1.26% |
$86.7K - $87.9K
|
354K
$6.86M
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.67K- 9.06% |
$70.6K - $71.6K
|
36.8K
$713K
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-3.38K- 8.36% |
$65.1K - $66K
|
37.1K
$718K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.47K- 10.97% |
$47.5K - $48.2K
|
20K
$388K
|
|
|
Jan 20, 2026
Q4 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-2.2K- 3.37% |
$42.3K - $42.9K
|
63K
$1.22M
|
|
|
Jan 16, 2026
Q4 2025
|
Walker Asset Management, LLC
|
SELL
|
- |
-2.16K- 2.74% |
$41.6K - $42.1K
|
76.6K
$1.48M
|
|
|
Jan 07, 2026
Q4 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-2.02K- 2.5% |
$38.8K - $39.4K
|
78.7K
$1.52M
|
|
|
Jan 07, 2026
Q4 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-1.73K- 1.44% |
$33.3K - $33.8K
|
119K
$2.3M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.5K- 44.08% |
$28.9K - $29.3K
|
1.91K
$37K
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-893- 32.73% |
$17.2K - $17.4K
|
1.84K
$35.6K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-802- 3.55% |
$15.4K - $15.6K
|
21.8K
$423K
|
|
|
Jan 28, 2026
Q4 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-718- 0.21% |
$13.8K - $14K
|
339K
$6.58M
|
|
|
Jan 20, 2026
Q4 2025
|
Accel Wealth Management
|
SELL
|
- |
-558- 4.25% |
$10.7K - $10.9K
|
12.6K
$243K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-261- 0.51% |
$5.02K - $5.09K
|
50.9K
$987K
|
|
|
Jan 26, 2026
Q4 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-131- 0.23% |
$2.52K - $2.56K
|
56.5K
$1.09M
|
|
|
Jan 08, 2026
Q4 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-11- 0.09% |
$212 - $215
|
11.8K
$228K
|
|
| Q3 2025 | |||||||
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.09M- 74.84% |
$20.7M - $21.3M
|
368K
$7.13M
|
|
|
Nov 12, 2025
Q3 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-901K- 39.33% |
$17.1M - $17.6M
|
1.39M
$27M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-360K- 17.91% |
$6.81M - $7M
|
1.65M
$31.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-251K- 12.21% |
$4.76M - $4.89M
|
1.81M
$35M
|
|
|
Nov 14, 2025
Q3 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-130K- 48.54% |
$2.46M - $2.53M
|
138K
$2.67M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-123K- 77.7% |
$2.34M - $2.4M
|
35.4K
$687K
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-88.6K- 33.82% |
$1.68M - $1.73M
|
173K
$3.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-74.5K- 10.31% |
$1.41M - $1.45M
|
648K
$12.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-72.8K- 41.34% |
$1.38M - $1.42M
|
103K
$2M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-51K- 40.0% |
$965K - $992K
|
76.5K
$1.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-41.8K- 76.63% |
$791K - $813K
|
12.7K
$247K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-34.9K- 34.19% |
$661K - $680K
|
67.2K
$1.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-31.3K- 46.54% |
$592K - $609K
|
35.9K
$696K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-23.7K- 3.37% |
$449K - $462K
|
680K
$13.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-23.5K- 68.17% |
$444K - $457K
|
11K
$212K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-19.6K- 13.13% |
$370K - $381K
|
129K
$2.51M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-14.4K- 11.48% |
$273K - $281K
|
111K
$2.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-13.5K- 3.65% |
$256K - $263K
|
358K
$6.93M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-13K- 27.08% |
$246K - $253K
|
35K
$678K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-11.1K- 94.85% |
$209K - $215K
|
600
$11.6K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-10.8K- 27.87% |
$204K - $210K
|
27.9K
$542K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-8.56K- 1.08% |
$162K - $167K
|
787K
$15.3M
|
|
|
Nov 06, 2025
Q3 2025
|
1776 Wealth LLC
|
SELL
|
- |
-7.81K- 5.9% |
$148K - $152K
|
125K
$2.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-6.24K- 17.71% |
$118K - $121K
|
29K
$562K
|
|
|
Nov 12, 2025
Q3 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
SELL
|
- |
-6.11K- 31.8% |
$116K - $119K
|
13.1K
$254K
|
|