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

Pinnacle Financial Group, LLC

  • $319 Million
  • Q3 2025

A detailed history of Pinnacle Financial Group, LLC transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Pinnacle Financial Group, LLC holds 22,377 shares of FPEI stock, worth $433,666. This represents 0.14% of its overall portfolio holdings.

Number of Shares
22,377
Previous 13,891 61.09%
Holding current value
$433,666
Previous $263,000 64.26%
% of portfolio
0.14%
Previous 0.09%

Shares

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

Nov 12, 2025
BUY
$18.93 - $19.47 $160,639 - $165,222
8,486 Added 61.09%
22,377 $432,000
Q2 2025

Aug 11, 2025
BUY
$17.99 - $18.99 $62,767 - $66,256
3,489 Added 33.54%
13,891 $263,000
Q1 2025

May 15, 2025
BUY
$18.54 - $18.88 $192,853 - $196,389
10,402 New
10,402 $194,000

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 Pinnacle Financial Group, LLC Portfolio

Follow Pinnacle Financial Group, LLC 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 Pinnacle Financial Group, LLC , based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email