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

Elevated Capital Advisors, LLC

  • $338 Million
  • Q3 2025

A detailed history of Elevated Capital Advisors, LLC transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Elevated Capital Advisors, LLC holds 358,418 shares of FPEI stock, worth $6.95 Million. This represents 2.05% of its overall portfolio holdings.

Number of Shares
358,418
Previous 374,347 4.26%
Holding current value
$6.95 Million
Previous $7.11 Million 2.49%
% of portfolio
2.05%
Previous 2.21%

Shares

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

Nov 13, 2025
SELL
$18.93 - $19.47 $301,535 - $310,137
-15,929 Reduced 4.26%
358,418 $6.93 Million
Q1 2025

Apr 24, 2025
SELL
$18.54 - $18.88 $601,419 - $612,448
-32,439 Reduced 7.97%
374,347 $7 Million
Q4 2024

Jan 13, 2025
BUY
$18.62 - $19.05 $8,974 - $9,182
482 Added 0.12%
406,786 $7.61 Million
Q3 2024

Oct 22, 2024
SELL
$18.36 - $19.08 $38,684 - $40,201
-2,107 Reduced 0.52%
406,304 $7.75 Million
Q2 2024

Aug 01, 2024
SELL
$17.91 - $18.43 $32,452 - $33,395
-1,812 Reduced 0.44%
408,411 $7.5 Million
Q1 2024

Apr 15, 2024
BUY
$17.7 - $18.26 $368,514 - $380,173
20,820 Added 5.35%
410,223 $7.47 Million
Q4 2023

Jan 09, 2024
SELL
$16.46 - $17.9 $12,772 - $13,890
-776 Reduced 0.2%
389,403 $6.94 Million
Q3 2023

Oct 17, 2023
BUY
$16.82 - $17.25 $62,974 - $64,584
3,744 Added 0.97%
390,179 $6.59 Million
Q2 2023

Aug 18, 2023
SELL
$16.43 - $16.99 $1.5 Million - $1.55 Million
-91,395 Reduced 19.13%
386,435 $6.51 Million
Q1 2023

Apr 18, 2023
BUY
$16.1 - $18.84 $251,900 - $294,770
15,646 Added 3.39%
477,830 $8 Million
Q4 2022

Jan 17, 2023
BUY
$17.15 - $18.04 $151,177 - $159,022
8,815 Added 1.94%
462,184 $0
Q3 2022

Oct 06, 2022
BUY
$17.15 - $18.66 $1.43 Million - $1.56 Million
83,439 Added 22.56%
453,369 $7.78 Million
Q1 2022

Apr 20, 2022
BUY
$19.06 - $20.42 $381,066 - $408,257
19,993 Added 5.71%
369,930 $7.18 Million
Q3 2021

Oct 07, 2021
BUY
$20.65 - $20.85 $4.78 Million - $4.83 Million
231,710 Added 195.99%
349,937 $7.23 Million
Q1 2021

Apr 21, 2021
SELL
$20.13 - $20.61 $8,716 - $8,924
-433 Reduced 0.36%
118,227 $2.43 Million
Q4 2020

Feb 25, 2021
SELL
$19.35 - $20.41 $104,470 - $110,193
-5,399 Reduced 4.35%
118,660 $2.42 Million
Q3 2020

Nov 27, 2020
SELL
$18.78 - $19.69 $50,236 - $52,670
-2,675 Reduced 2.11%
124,059 $2.46 Million
Q2 2020

Sep 11, 2020
BUY
$16.41 - $18.98 $2.08 Million - $2.41 Million
126,734 New
126,734 $2.49 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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