Balanced Rock Investment Advisor First Tr ETF Iii Instl Pfd Sec Transaction History

Balanced Rock Investment Advisor

  • $137 Billion
  • Q3 2025

A detailed history of Balanced Rock Investment Advisor transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 25,936 shares of FPEI stock, worth $502,639. This represents 0.37% of its overall portfolio holdings.

Number of Shares
25,936
Previous 22,755 13.98%
Holding current value
$502,639
Previous $432 Million 16.08%
% of portfolio
0.37%
Previous 0.34%

Shares

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

Nov 14, 2025
BUY
$18.93 - $19.47 $60,216 - $61,934
3,181 Added 13.98%
25,936 $502 Million
Q2 2025

Aug 14, 2025
BUY
$17.99 - $18.99 $67,246 - $70,984
3,738 Added 19.66%
22,755 $432 Million
Q1 2025

May 12, 2025
BUY
$18.54 - $18.88 $13,756 - $14,008
742 Added 4.06%
19,017 $356 Million
Q4 2024

Feb 13, 2025
BUY
$18.62 - $19.05 $89,394 - $91,459
4,801 Added 35.63%
18,275 $342 Million
Q3 2024

Nov 13, 2024
BUY
$18.36 - $19.08 $28,402 - $29,516
1,547 Added 12.97%
13,474 $257 Million
Q2 2024

Jul 31, 2024
BUY
$17.91 - $18.43 $213,612 - $219,814
11,927 New
11,927 $219 Million

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
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