Advance Capital Management, Inc. First Tr ETF Iii Instl Pfd Sec Transaction History

Advance Capital Management, Inc.

  • $1.49 Billion
  • Q3 2025

A detailed history of Advance Capital Management, Inc. transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Advance Capital Management, Inc. holds 13,234 shares of FPEI stock, worth $256,474. This represents 0.02% of its overall portfolio holdings.

Number of Shares
13,234
Previous 11,155 18.64%
Holding current value
$256,474
Previous $211,000 20.85%
% of portfolio
0.02%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 10, 2025
BUY
$18.93 - $19.47 $39,355 - $40,478
2,079 Added 18.64%
13,234 $255,000
Q2 2025

Jul 08, 2025
BUY
$17.99 - $18.99 $2,860 - $3,019
159 Added 1.45%
11,155 $211,000
Q1 2025

Apr 09, 2025
BUY
$18.54 - $18.88 $203,865 - $207,604
10,996 New
10,996 $205,000

Others Institutions Holding FPEI

# of Institutions
204
Shares Held
71.6M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF III INSTL PFD SEC

FPEI Quotes by TradingView
  • Ticker FPEI
  • Sector ETFs
  • Industry ETFs
More about FPEI
Track This Portfolio

Track Advance Capital Management, Inc. Portfolio

Follow Advance Capital Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Advance Capital Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Advance Capital Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email