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 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.7K- 25.4% |
$48.4K - $49.8K
|
7.93K
$149K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.66K- 7.72% |
$29.7K - $30.6K
|
19.8K
$372K
|
|
|
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
$457K
|
|
|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-701- 5.62% |
$12.6K - $12.9K
|
11.8K
$221K
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-580- 1.4% |
$10.4K - $10.7K
|
40.9K
$767K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-538- 4.84% |
$9.64K - $9.92K
|
10.6K
$198K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-485- 4.09% |
$8.69K - $8.94K
|
11.4K
$213K
|
|
|
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
$5.63K
|
|
|
Aug 13, 2024
Q2 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-385- 1.01% |
$6.9K - $7.1K
|
37.8K
$709K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-180- 5.24% |
$3.22K - $3.32K
|
3.25K
$61K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-73Closed |
$1.31K - $1.35K
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-40- 0.04% |
$716 - $737
|
109K
$2.05M
|
|
| Q1 2024 | |||||||
|
Apr 30, 2024
Q1 2024
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-22.1K- 50.0% |
$390K - $403K
|
22.1K
$414K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-19.6KClosed |
$347K - $358K
|
0
$0
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-5.16K- 12.49% |
$91.3K - $94.2K
|
36.1K
$677K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-4.27K- 27.52% |
$75.5K - $77.9K
|
11.2K
$211K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-894- 1.03% |
$15.8K - $16.3K
|
85.7K
$1.61M
|
|
| Q4 2023 | |||||||
|
Feb 22, 2024
Q4 2023
|
Peterson Wealth Management
|
SELL
|
- |
-111K- 54.75% |
$1.83M - $1.99M
|
92K
$1.73M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-351- 0.99% |
$5.78K - $6.28K
|
35K
$656K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-177- 9.38% |
$2.91K - $3.17K
|
1.71K
$32.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-138- 3.31% |
$2.27K - $2.47K
|
4.03K
$75.6K
|
|
| Q3 2023 | |||||||
|
Oct 13, 2023
Q3 2023
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-34.1K- 8.99% |
$574K - $589K
|
346K
$6.48M
|
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-3.81K- 2.32% |
$64.1K - $65.7K
|
160K
$3M
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-3.63K- 24.55% |
$61.1K - $62.6K
|
11.2K
$209K
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-2.43K- 11.38% |
$40.8K - $41.8K
|
18.9K
$354K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-413- 3.66% |
$6.95K - $7.12K
|
10.9K
$204K
|
|
| Q2 2023 | |||||||
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-9.44K- 3.97% |
$155K - $160K
|
228K
$4.28M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2.91KClosed |
$47.7K - $49.4K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.54K- 5.16% |
$41.7K - $43.2K
|
46.7K
$875K
|
|
| Q1 2023 | |||||||
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-41.8K- 71.78% |
$672K - $787K
|
16.4K
$308K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-14.4K- 57.54% |
$232K - $271K
|
10.6K
$199K
|
|
|
Apr 18, 2023
Q1 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-14.4KClosed |
$231K - $270K
|
0
$0
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-9.61K- 46.41% |
$155K - $181K
|
11.1K
$208K
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-500- 20.0% |
$8.05K - $9.42K
|
2K
$37.5K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-257- 24.31% |
$4.14K - $4.84K
|
800
$15K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-257- 24.31% |
$4.14K - $4.84K
|
800
$15K
|
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-159- 1.12% |
$2.56K - $3K
|
14.1K
$264K
|
|
| Q4 2022 | |||||||
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.73K- 93.37% |
$46.9K - $49.3K
|
194
$3.64K
|
|
| Q3 2022 | |||||||
|
Nov 03, 2022
Q3 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-317K- 76.3% |
$5.44M - $5.92M
|
98.6K
$1.85M
|
|
|
Oct 12, 2022
Q3 2022
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-79.7K- 79.47% |
$1.37M - $1.49M
|
20.6K
$386K
|
|
| Q2 2022 | |||||||
|
Aug 01, 2022
Q2 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-133KClosed |
$2.36M - $2.59M
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-30.2K- 98.69% |
$534K - $587K
|
400
$7.5K
|
|
|
Jul 25, 2022
Q2 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-28.8KClosed |
$510K - $560K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-10KClosed |
$177K - $195K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.77K- 18.35% |
$49.1K - $53.9K
|
12.3K
$231K
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-558Closed |
$9.89K - $10.9K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Apr 20, 2022
Q1 2022
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-504KClosed |
$9.61M - $10.3M
|
0
$0
|
|