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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-157K- 44.04% |
$2.83M - $2.99M
|
200K
$3.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-109K- 65.81% |
$1.96M - $2.07M
|
56.7K
$1.08M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-49.5K- 42.69% |
$891K - $940K
|
66.5K
$1.26M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-12K- 74.71% |
$215K - $227K
|
4.05K
$77K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-7.5K- 5.75% |
$135K - $142K
|
123K
$2.34M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.23K- 5.87% |
$76.1K - $80.3K
|
67.9K
$1.29M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-3.91K- 25.13% |
$70.4K - $74.3K
|
11.7K
$222K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.35K- 13.54% |
$60.3K - $63.7K
|
21.4K
$407K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.16K- 2.08% |
$20.9K - $22K
|
54.5K
$1.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-428- 0.8% |
$7.7K - $8.13K
|
52.8K
$1M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-100- 0.7% |
$1.8K - $1.9K
|
14.2K
$271K
|
|
| Q1 2025 | |||||||
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-192K- 64.19% |
$3.57M - $3.63M
|
107K
$2.04M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-183K- 9.32% |
$3.4M - $3.46M
|
1.78M
$33.9M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-152K- 32.71% |
$2.82M - $2.87M
|
313K
$5.96M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-125K- 7.86% |
$2.31M - $2.35M
|
1.46M
$27.8M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-97.2KClosed |
$1.8M - $1.84M
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-79.2K- 64.81% |
$1.47M - $1.49M
|
43K
$817K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-63.9K- 58.3% |
$1.18M - $1.21M
|
45.7K
$869K
|
|
|
May 14, 2025
Q1 2025
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-59.7K- 5.99% |
$1.11M - $1.13M
|
938K
$17.8M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-54.8K- 41.12% |
$1.02M - $1.04M
|
78.5K
$1.49M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-34.7K- 4.13% |
$644K - $656K
|
806K
$15.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-32.4K- 7.97% |
$601K - $612K
|
374K
$7.12M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-28.4K- 16.24% |
$527K - $537K
|
147K
$2.79M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-24.5K- 13.44% |
$453K - $462K
|
158K
$3M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-18.3K- 4.13% |
$339K - $345K
|
424K
$8.07M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-13.6K- 60.84% |
$252K - $257K
|
8.75K
$166K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-13K- 9.22% |
$242K - $246K
|
128K
$2.44M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-9.53K- 41.67% |
$177K - $180K
|
13.3K
$254K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-9.25K- 1.21% |
$172K - $175K
|
757K
$14.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-9.01K- 17.86% |
$167K - $170K
|
41.5K
$789K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-8.96K- 24.26% |
$166K - $169K
|
28K
$532K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-8.8K- 11.26% |
$163K - $166K
|
69.3K
$1.32M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-8.71K- 36.33% |
$162K - $165K
|
15.3K
$290K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-8.15K- 1.4% |
$151K - $154K
|
574K
$10.9M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.8K- 17.82% |
$145K - $147K
|
36K
$684K
|
|
|
Apr 23, 2025
Q1 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
SELL
|
- |
-7.47K- 25.72% |
$138K - $141K
|
21.6K
$410K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-6.75K- 20.85% |
$125K - $127K
|
25.6K
$487K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.27K- 18.22% |
$116K - $118K
|
28.1K
$535K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.1K- 3.24% |
$113K - $115K
|
182K
$3.47M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.56K- 19.29% |
$84.5K - $86.1K
|
19.1K
$363K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.64K- 4.74% |
$67.5K - $68.7K
|
73.2K
$1.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.1K- 6.68% |
$57.5K - $58.5K
|
43.3K
$824K
|
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-2.88K- 15.93% |
$53.4K - $54.4K
|
15.2K
$289K
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-2.78K- 19.44% |
$51.4K - $52.4K
|
11.5K
$219K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2.67K- 1.09% |
$49.4K - $50.3K
|
243K
$4.62M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.4KClosed |
$44.5K - $45.3K
|
0
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-2.38K- 4.41% |
$44.1K - $44.9K
|
51.5K
$980K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-2.29K- 6.51% |
$42.5K - $43.3K
|
32.9K
$626K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-1.81K- 2.41% |
$33.5K - $34.1K
|
73K
$1.39M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.38K- 1.26% |
$25.6K - $26K
|
108K
$2.06M
|
|