Ifp Advisors, Inc First Tr ETF Iii Instl Pfd Sec Transaction History

Ifp Advisors, Inc

$3.59 Billion
Q3 2025

A detailed history of Ifp Advisors, Inc transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Ifp Advisors, Inc holds 23,119 shares of FPEI stock, worth $448,046. This represents 0.01% of its overall portfolio holdings.

Number of Shares

23,119

Previous 10,202 126.61%

Holding current value

$448,046

Previous $193,000 131.61%

% of portfolio

0.01%

Previous 0.01%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Dec 02, 2025	BUY	$18.93 - $19.47 $244,518 - $251,493	12,917 Added 126.61%	23,119 $447,000
Q2 2025 Jul 24, 2025	SELL	$17.99 - $18.99 $56,488 - $59,628	-3,140 Reduced 23.53%	10,202 $193,000
Q1 2025 May 05, 2025	SELL	$18.54 - $18.88 $176,686 - $179,926	-9,530 Reduced 41.67%	13,342 $249,000
Q4 2024 Feb 04, 2025	BUY	$18.62 - $19.05 $912 - $933	49 Added 0.21%	22,872 $427,000
Q3 2024 Feb 04, 2025	SELL	$18.36 - $19.08 $340,431 - $353,781	-18,542 Reduced 44.83%	22,823 $435,000

Q2 2024 Jul 30, 2024	BUY	$17.91 - $18.43 $8,131 - $8,367	454 Added 1.11%	41,365 $759,000
Q1 2024 Jul 30, 2024	BUY	$17.7 - $18.26 $61,224 - $63,161	3,459 Added 9.24%	40,911 $745,000
Q4 2023 Jan 09, 2024	SELL	$16.46 - $17.9 $243,904 - $265,242	-14,818 Reduced 28.35%	37,452 $667,000
Q3 2023 Oct 12, 2023	BUY	$16.82 - $17.25 $189,611 - $194,459	11,273 Added 27.5%	52,270 $882,000
Q2 2023 Aug 04, 2023	BUY	$16.43 - $16.99 $45,248 - $46,790	2,754 Added 7.2%	40,997 $690,000
Q1 2023 Apr 18, 2023	SELL	$16.1 - $18.84 $853,267 - $998,482	-52,998 Reduced 58.09%	38,243 $640,000
Q4 2022 Feb 07, 2023	BUY	$17.15 - $18.04 $20,442 - $21,503	1,192 Added 1.32%	91,241 $1.77 Million
Q3 2022 Nov 08, 2022	BUY	$17.15 - $18.66 $251,316 - $273,443	14,654 Added 19.44%	90,049 $1.75 Million
Q2 2022 Sep 06, 2022	BUY	$17.72 - $19.46 $1.34 Million - $1.47 Million	75,395 New	75,395 $1.47 Million
Q2 2022 Aug 12, 2022	SELL	$17.72 - $19.46 $1.34 Million - $1.47 Million	-75,395 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$19.06 - $20.42 $1.21 Million - $1.3 Million	63,681 Added 543.63%	75,395 $0
Q1 2022 Aug 08, 2022	BUY	$19.06 - $20.42 $8,405 - $9,005	441 Added 3.91%	11,714 $0
Q4 2021 Jan 12, 2022	BUY	$20.26 - $20.68 $60,455 - $61,709	2,984 Added 36.0%	11,273 $232,000
Q3 2021 Oct 06, 2021	BUY	$20.65 - $20.85 $16,994 - $17,159	823 Added 11.02%	8,289 $172,000
Q2 2021 Jul 13, 2021	BUY	$20.31 - $20.67 $33,227 - $33,816	1,636 Added 28.06%	7,466 $153,000
Q1 2021 Apr 30, 2021	BUY	$20.13 - $20.61 $49,620 - $50,803	2,465 Added 73.25%	5,830 $117,000
Q4 2020 Jan 25, 2021	BUY	$19.35 - $20.41 $57,063 - $60,189	2,949 Added 708.89%	3,365 $68,000
Q3 2020 Oct 29, 2020	BUY	$18.78 - $19.69 $7,812 - $8,191	416 New	416 $9,000
Q2 2020 Aug 05, 2020	BUY	$16.41 - $18.98 $0 - $0	0 New	0 $0
Q1 2020 May 12, 2020	BUY	$14.8 - $20.49 $0 - $0	0 New	0 $0
Q4 2019 Jan 17, 2020	SELL	$19.64 - $20.11 $622,077 - $636,964	-31,674 Closed	0 $0
Q3 2019 Nov 07, 2019	BUY	$19.62 - $19.74 $621,443 - $625,244	31,674 New	31,674 $621,000
Q4 2018 Jan 23, 2019	SELL	N/A	-4,553 Closed	0 $0
Q3 2018 Oct 25, 2018	BUY	N/A	28 Added 0.62%	4,553 $0
Q2 2018 Aug 07, 2018	SELL	N/A	-3,750 Reduced 45.32%	4,525 $0
Q4 2017 Jan 24, 2018	BUY	N/A	8,275	8,275 $0

Others Institutions Holding FPEI

# of Institutions

206

Shares Held

71.6M

Call Options Held

Put Options Held

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About FIRST TR ETF III INSTL PFD SEC

Ticker FPEI
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