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

Sovran Advisors, LLC

  • $1.18 Trillion
  • Q4 2025

A detailed history of Sovran Advisors, LLC transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Sovran Advisors, LLC holds 37,050 shares of FPEI stock, worth $718,029. This represents 0.06% of its overall portfolio holdings.

Number of Shares
37,050
Previous 40,431 8.36%
Holding current value
$718,029
Previous $787 Million 8.31%
% of portfolio
0.06%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026
SELL
$19.25 - $19.51 $65,084 - $65,963
-3,381 Reduced 8.36%
37,050 $721 Million
Q3 2025

Oct 31, 2025
SELL
$18.93 - $19.47 $266,099 - $273,689
-14,057 Reduced 25.8%
40,431 $787 Million
Q2 2025

Jul 09, 2025
SELL
$17.99 - $18.99 $20,868 - $22,028
-1,160 Reduced 2.08%
54,488 $1.04 Billion
Q1 2025

Apr 24, 2025
BUY
$18.54 - $18.88 $118,952 - $121,134
6,416 Added 13.03%
55,648 $1.02 Billion
Q4 2024

Jan 29, 2025
BUY
$18.62 - $19.05 $916,699 - $937,869
49,232 New
49,232 $914 Million

Others Institutions Holding FPEI

# of Institutions
208
Shares Held
72.2M
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 Sovran Advisors, LLC Portfolio

Follow Sovran Advisors, 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 Sovran Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sovran Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email