Sovran Advisors, LLC First Tr ETF Iii Instl Pfd Sec Transaction History

Sovran Advisors, LLC

$702 Billion
Q4 2024

A detailed history of Sovran Advisors, LLC transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Sovran Advisors, LLC holds 49,232 shares of FPEI stock, worth $921,623. This represents 0.13% of its overall portfolio holdings.

Number of Shares

49,232

Holding current value

$921,623

% of portfolio

0.13%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 29, 2025	BUY	$18.62 - $19.05 $916,699 - $937,869	49,232 New	49,232 $914 Million

Others Institutions Holding FPEI

# of Institutions

176

Shares Held

60.2M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

15M
Shares

$281 Million
0.02% of portfolio
Ubs Group Ag

7.95M
Shares

$149 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

4.95M
Shares

$92.6 Million
0.01% of portfolio
Royal Bank Of Canada Toronto, A6

2.93M
Shares

$54.9 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

2.88M
Shares

$53.9 Million
0.03% of portfolio

View Full List

About FIRST TR ETF III INSTL PFD SEC

Ticker FPEI
Sector ETFs
Industry ETFs

More about FPEI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sovran Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sovran Advisors, LLC with notifications on news.

Account

Sovran Advisors, LLC First Tr ETF Iii Instl Pfd Sec Transaction History