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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-1.99M- 94.16% |
$36.6M - $38M
|
124K
$2.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-153K- 4.95% |
$2.8M - $2.91M
|
2.93M
$55M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-20.5K- 4.01% |
$376K - $391K
|
491K
$9.2M
|
|
|
Nov 19, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-16.7K- 1.72% |
$307K - $319K
|
957K
$17.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-16.1K- 50.83% |
$296K - $307K
|
15.6K
$292K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-15.2K- 13.43% |
$279K - $290K
|
97.9K
$1.84M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-15.1K- 12.89% |
$278K - $289K
|
102K
$1.92M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-13.8K- 28.64% |
$254K - $264K
|
34.4K
$646K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-13.8K- 26.86% |
$253K - $263K
|
37.5K
$704K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-12.1K- 13.72% |
$223K - $231K
|
76.3K
$1.43M
|
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-10.2K- 5.68% |
$188K - $195K
|
170K
$3.19M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-9.77K- 5.93% |
$179K - $186K
|
155K
$2.91M
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-7.64K- 12.54% |
$140K - $146K
|
53.3K
$1M
|
|
|
Oct 22, 2024
Q3 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-7.47K- 8.31% |
$137K - $142K
|
82.4K
$1.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-7.45K- 37.35% |
$137K - $142K
|
12.5K
$234K
|
|
|
Nov 06, 2024
Q3 2024
|
1776 Wealth LLC
|
SELL
|
- |
-7.37K- 4.59% |
$135K - $141K
|
153K
$2.87M
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
SELL
|
- |
-7.16K- 0.81% |
$131K - $137K
|
877K
$16.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6.73K- 30.49% |
$124K - $128K
|
15.3K
$288K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.04K- 13.15% |
$111K - $115K
|
39.9K
$748K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-5.89K- 3.73% |
$108K - $112K
|
152K
$2.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-5.88K- 14.39% |
$108K - $112K
|
35K
$656K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.59K- 8.66% |
$84.3K - $87.6K
|
48.4K
$908K
|
|
|
Nov 04, 2024
Q3 2024
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-4.45K- 7.05% |
$81.7K - $84.9K
|
58.7K
$1.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.98K- 12.7% |
$73K - $75.8K
|
27.3K
$512K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.23K- 4.34% |
$59.3K - $61.6K
|
71.2K
$1.33M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-3.18K- 43.68% |
$58.5K - $60.8K
|
4.11K
$77K
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
SELL
|
- |
-3.03K- 3.37% |
$55.6K - $57.7K
|
86.8K
$1.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.97K- 5.61% |
$54.5K - $56.7K
|
50K
$937K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-2.64K- 5.65% |
$48.5K - $50.4K
|
44.1K
$827K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.15K- 1.45% |
$39.4K - $41K
|
146K
$2.74M
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-2.11K- 0.52% |
$38.7K - $40.2K
|
406K
$7.62M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.6K- 40.08% |
$29.4K - $30.6K
|
2.4K
$45K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.55K- 1.89% |
$28.5K - $29.6K
|
80.5K
$1.51M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.35K- 1.01% |
$24.7K - $25.7K
|
132K
$2.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.24K- 6.25% |
$22.8K - $23.7K
|
18.6K
$349K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.23K- 7.88% |
$22.5K - $23.4K
|
14.3K
$268K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-719- 2.64% |
$13.2K - $13.7K
|
26.5K
$498K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-544- 0.72% |
$9.99K - $10.4K
|
74.5K
$1.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-480- 3.52% |
$8.81K - $9.16K
|
13.2K
$247K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-278- 0.39% |
$5.1K - $5.3K
|
71.8K
$1.35M
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-254- 2.31% |
$4.66K - $4.85K
|
10.8K
$202K
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-192- 0.64% |
$3.53K - $3.66K
|
29.9K
$561K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-115- 0.68% |
$2.11K - $2.19K
|
16.8K
$315K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-77- 0.14% |
$1.41K - $1.47K
|
53.3K
$999K
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-42- 0.23% |
$771 - $801
|
18.1K
$340K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-27- 0.16% |
$496 - $515
|
16.6K
$311K
|
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-2- 22.22% |
$36.7 - $38.2
|
7
$131
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-52.3K- 53.34% |
$937K - $964K
|
45.8K
$858K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-14.2K- 92.53% |
$255K - $262K
|
1.15K
$21.5K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-5.9K- 33.81% |
$106K - $109K
|
11.6K
$217K
|
|