Institutional shares held 67.5 Million
0 calls
0 puts
Total value of holdings $1.25B
$0 calls
$0 puts
# of Institutions 194


Latest Institutional Activity in FPEI

Top Purchases

Q1 2025
Merit Financial Group, LLC Shares Held: 1.44M ($26.6M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 2.46M ($45.4M)
Q1 2025
Nbc Securities, Inc. Shares Held: 62.8K ($1.16M)
Q1 2025
Adamsbrown Wealth Consultants LLC Shares Held: 824K ($15.2M)
Q1 2025
Rfg Advisory, LLC Shares Held: 149K ($2.75M)

Top Sells

Q1 2025
Silver Oak Securities, Inc Shares Held: 31.3K ($578K)
Q1 2025
Essex LLC Shares Held: 806K ($14.9M)
Q1 2025
Janney Montgomery Scott LLC Shares Held: 84.3K ($1.55M)
Q1 2025
Elevated Capital Advisors, LLC Shares Held: 374K ($6.9M)
Q1 2025
Mirae Asset Global Investments Co., Ltd. Shares Held: 43.2K ($796K)

About FPEI

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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