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 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.43M- 8.47% |
$25.7M - $27.2M
|
15.4M
$299M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-406K- 16.47% |
$7.3M - $7.7M
|
2.06M
$39.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-272K- 5.9% |
$4.9M - $5.17M
|
4.34M
$84.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-185K- 40.84% |
$3.32M - $3.5M
|
267K
$5.17M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-180K- 63.79% |
$3.24M - $3.42M
|
102K
$1.98M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-157K- 44.04% |
$2.83M - $2.99M
|
200K
$3.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-145K- 92.02% |
$2.61M - $2.75M
|
12.6K
$243K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-110K- 2.87% |
$1.98M - $2.09M
|
3.73M
$72.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-109K- 65.81% |
$1.96M - $2.07M
|
56.7K
$1.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-79.4K- 40.67% |
$1.43M - $1.51M
|
116K
$2.24M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-60.9K- 7.96% |
$1.1M - $1.16M
|
704K
$13.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-49.5K- 42.69% |
$891K - $940K
|
66.5K
$1.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-47.9K- 23.31% |
$861K - $909K
|
157K
$3.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-43.3K- 55.12% |
$778K - $822K
|
35.2K
$682K
|
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
SELL
|
- |
-42.3K- 5.25% |
$762K - $804K
|
764K
$14.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-36.3K- 40.23% |
$653K - $689K
|
53.9K
$1.04M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-32.5K- 41.29% |
$585K - $617K
|
46.2K
$895K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-29.1K- 73.12% |
$524K - $553K
|
10.7K
$207K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-24.8K- 57.23% |
$446K - $471K
|
18.5K
$359K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-24.1K- 7.69% |
$433K - $457K
|
289K
$5.59M
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
SELL
|
- |
-20.6K- 4.85% |
$371K - $391K
|
404K
$7.81M
|
|
|
Aug 08, 2025
Q2 2025
|
1776 Wealth LLC
|
SELL
|
- |
-19.6K- 12.88% |
$352K - $372K
|
132K
$2.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-16.4K- 58.62% |
$295K - $311K
|
11.6K
$224K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-15K- 39.5% |
$270K - $285K
|
23K
$445K
|
|
|
Aug 01, 2025
Q2 2025
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-14.6K- 23.0% |
$263K - $278K
|
48.9K
$947K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-12K- 74.71% |
$215K - $227K
|
4.05K
$78.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-10.5K- 14.05% |
$189K - $199K
|
64.3K
$1.24M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-9.83K- 7.16% |
$177K - $187K
|
127K
$2.47M
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
SELL
|
- |
-8.38K- 11.93% |
$151K - $159K
|
61.8K
$1.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.5K- 10.24% |
$135K - $143K
|
65.7K
$1.27M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-7.5K- 5.75% |
$135K - $142K
|
123K
$2.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.22K- 71.03% |
$112K - $118K
|
2.54K
$49.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-5.31K- 24.82% |
$95.5K - $101K
|
16.1K
$311K
|
|
|
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
$1.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.17K- 10.46% |
$75.1K - $79.2K
|
35.7K
$691K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-3.91K- 25.13% |
$70.4K - $74.3K
|
11.7K
$226K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-3.4K- 19.33% |
$61.2K - $64.6K
|
14.2K
$275K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.35K- 13.54% |
$60.3K - $63.7K
|
21.4K
$415K
|
|
|
Aug 12, 2025
Q2 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-3.3K- 9.09% |
$59.4K - $62.7K
|
33K
$639K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.14K- 23.53% |
$56.5K - $59.6K
|
10.2K
$197K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.99K- 5.07% |
$53.7K - $56.7K
|
55.9K
$1.08M
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
SELL
|
- |
-2.75K- 13.59% |
$49.5K - $52.2K
|
17.5K
$338K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.59K- 2.02% |
$46.5K - $49.1K
|
126K
$2.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.48K- 19.43% |
$44.6K - $47K
|
10.3K
$199K
|
|
|
Jul 29, 2025
Q2 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
SELL
|
- |
-2.36K- 10.93% |
$42.4K - $44.7K
|
19.2K
$372K
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-2.18K- 7.32% |
$39.2K - $41.4K
|
27.6K
$534K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.05K- 4.72% |
$36.8K - $38.9K
|
41.3K
$798K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.95K- 12.77% |
$35.1K - $37K
|
13.3K
$258K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.5K- 3.48% |
$26.9K - $28.4K
|
41.5K
$803K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.44K- 3.47% |
$25.9K - $27.3K
|
40K
$774K
|