Marshall Financial Group LLC First Tr ETF Iii Instl Pfd Sec Transaction History

Marshall Financial Group LLC

  • $408 Million
  • Q4 2024

A detailed history of Marshall Financial Group LLC transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Marshall Financial Group LLC holds 11,773 shares of FPEI stock, worth $220,272. This represents 0.05% of its overall portfolio holdings.

Number of Shares
11,773
Previous 11,776 0.03%
Holding current value
$220,272
Previous $224,000 1.79%
% of portfolio
0.05%
Previous 0.05%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
SELL
$18.62 - $19.05 $55 - $57
-3 Reduced 0.03%
11,773 $220,000
Q2 2024

Jul 19, 2024
SELL
$17.91 - $18.43 $12,554 - $12,919
-701 Reduced 5.62%
11,776 $216,000
Q1 2024

Apr 19, 2024
SELL
$17.7 - $18.26 $1,504 - $1,552
-85 Reduced 0.68%
12,477 $227,000
Q4 2023

Jan 10, 2024
SELL
$16.46 - $17.9 $3.5 Million - $3.81 Million
-212,606 Reduced 94.42%
12,562 $223,000
Q3 2023

Oct 19, 2023
SELL
$16.82 - $17.25 $6,458 - $6,624
-384 Reduced 0.17%
225,168 $3.8 Million
Q2 2023

Jul 17, 2023
BUY
$16.43 - $16.99 $216,383 - $223,758
13,170 Added 6.2%
225,552 $3.8 Million
Q1 2023

Apr 18, 2023
BUY
$16.1 - $18.84 $3.22 Million - $3.76 Million
199,702 Added 1574.94%
212,382 $3.56 Million
Q4 2022

Feb 01, 2023
SELL
$17.15 - $18.04 $68,943 - $72,520
-4,020 Reduced 24.07%
12,680 $225,000
Q3 2022

Oct 12, 2022
SELL
$17.15 - $18.66 $389,905 - $424,235
-22,735 Reduced 57.65%
16,700 $286,000
Q2 2022

Jul 25, 2022
SELL
$17.72 - $19.46 $4.32 Million - $4.75 Million
-244,055 Reduced 86.09%
39,435 $699,000
Q1 2022

May 10, 2022
BUY
$19.06 - $20.42 $612,779 - $656,503
32,150 Added 12.79%
283,490 $5.5 Million
Q4 2021

Jan 27, 2022
BUY
$20.26 - $20.68 $5.09 Million - $5.2 Million
251,340 New
251,340 $5.13 Million

Others Institutions Holding FPEI

# of Institutions
177
Shares Held
59.9M
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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