Valley National Advisers Inc First Tr ETF Iii Instl Pfd Sec Transaction History

Valley National Advisers Inc

$557 Million
Q4 2024

A detailed history of Valley National Advisers Inc transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Valley National Advisers Inc holds 384 shares of FPEI stock, worth $7,184. This represents 0.0% of its overall portfolio holdings.

Number of Shares

384

Holding current value

$7,184

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 24, 2025	BUY	$18.62 - $19.05 $7,150 - $7,315	384 New	384 $7,000

Others Institutions Holding FPEI

# of Institutions

177

Shares Held

59.9M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

15M
Shares

$281 Million
0.02% of portfolio
Ubs Group Ag

7.95M
Shares

$149 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

4.95M
Shares

$92.5 Million
0.01% of portfolio
Royal Bank Of Canada Toronto, A6

2.93M
Shares

$54.8 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

2.88M
Shares

$53.8 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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Valley National Advisers Inc First Tr ETF Iii Instl Pfd Sec Transaction History