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

Summit Financial, LLC

$6 Billion
Q3 2025

A detailed history of Summit Financial, LLC transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Summit Financial, LLC holds 34,929 shares of FPEI stock, worth $676,924. This represents 0.01% of its overall portfolio holdings.

Number of Shares

34,929

Holding current value

$676,924

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 14, 2025	BUY	$18.93 - $19.47 $661,205 - $680,067	34,929 New	34,929 $675,000

Others Institutions Holding FPEI

# of Institutions

204

Shares Held

71.6M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

16.6M
Shares

$321 Million
0.02% of portfolio
Ubs Group Ag

8.83M
Shares

$171 Million
0.03% of portfolio
Royal Bank Of Canada Toronto, A6

4.77M
Shares

$92.5 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

4.54M
Shares

$88.1 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

4.27M
Shares

$82.8 Million
0.03% of portfolio

View Full List

About FIRST TR ETF III INSTL PFD SEC

Ticker FPEI
Sector ETFs
Industry ETFs

More about FPEI

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