Latest Institutional Transactions on First Tr ETF Iii Instl Pfd Sec (FPEI)
This table provides information on the latest institutional transactions involving First Tr ETF Iii Instl Pfd Sec (FPEI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.19KNew |
$40.8K - $41.7K
|
2.19K
$41.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-1.79K- 4.71% |
$33.3K - $34.1K
|
36.2K
$679K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.4KNew |
$194K - $199K
|
10.4K
$196K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-393K- 72.1% |
$7.32M - $7.49M
|
152K
$2.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
42.5K+ 29.14% |
$792K - $810K
|
188K
$3.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
29.5K+ 65.58% |
$549K - $562K
|
74.5K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
4.43K+ 10.35% |
$82.5K - $84.4K
|
47.3K
$887K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
7.11K+ 23.82% |
$132K - $135K
|
36.9K
$693K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-603- 21.2% |
$11.2K - $11.5K
|
2.24K
$42.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
11.2K+ 73.96% |
$209K - $213K
|
26.3K
$494K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-26.1K- 17.6% |
$486K - $497K
|
122K
$2.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
SELL
|
- |
-173- 0.49% |
$3.22K - $3.3K
|
34.8K
$654K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
14.4KNew |
$268K - $275K
|
14.4K
$270K
|
|
|
Feb 12, 2025
Q4 2024
|
Stonebridge Advisors LLC
Wilton, CT |
BUY
|
- |
367KNew |
$6.84M - $7M
|
367K
$6.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
17.5K+ 357.3% |
$325K - $333K
|
22.4K
$420K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
13.5K+ 10.2% |
$251K - $257K
|
146K
$2.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
54.5K+ 2.68% |
$1.02M - $1.04M
|
2.09M
$39.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-4.5K- 30.13% |
$83.8K - $85.7K
|
10.4K
$196K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
652K+ 69.85% |
$12.1M - $12.4M
|
1.59M
$29.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
18.1KNew |
$337K - $345K
|
18.1K
$339K
|
|
|
Feb 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
29.4K+ 23.58% |
$548K - $560K
|
154K
$2.89M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12.3K+ 54.47% |
$230K - $235K
|
35K
$656K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
641K+ 22.29% |
$11.9M - $12.2M
|
3.52M
$66M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
44.9KNew |
$836K - $856K
|
44.9K
$843K
|
|
|
Feb 10, 2025
Q4 2024
|
1776 Wealth LLC
|
SELL
|
- |
-1.3K- 0.85% |
$24.2K - $24.8K
|
152K
$2.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
198K+ 74.21% |
$3.69M - $3.78M
|
465K
$8.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.66K- 9.74% |
$49.5K - $50.7K
|
24.7K
$463K
|
|
|
Feb 10, 2025
Q4 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
875+ 6.53% |
$16.3K - $16.7K
|
14.3K
$268K
|
|
|
Feb 10, 2025
Q4 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
3.88K+ 6.61% |
$72.3K - $74K
|
62.6K
$1.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.89K+ 44.89% |
$128K - $131K
|
22.2K
$417K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
24.5K+ 53.4% |
$456K - $466K
|
70.3K
$1.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
25.3K+ 3.27% |
$471K - $482K
|
800K
$15M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
63.8KNew |
$1.19M - $1.22M
|
63.8K
$1.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-35.6K- 5.76% |
$663K - $678K
|
582K
$10.9M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.23K+ 0.91% |
$22.8K - $23.4K
|
136K
$2.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.93K+ 37.25% |
$129K - $132K
|
25.5K
$479K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.07K+ 8.11% |
$113K - $116K
|
81K
$1.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
28KNew |
$521K - $533K
|
28K
$525K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.97K- 35.48% |
$111K - $114K
|
10.9K
$204K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.97MNew |
$36.6M - $37.5M
|
1.97M
$36.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
31.5KNew |
$586K - $600K
|
31.5K
$591K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-479- 0.27% |
$8.92K - $9.12K
|
175K
$3.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
11.8K+ 22.27% |
$219K - $224K
|
64.7K
$1.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
119KNew |
$2.22M - $2.27M
|
119K
$2.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1.36K+ 17.2% |
$25.4K - $26K
|
9.29K
$174K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
77+ 0.72% |
$1.43K - $1.47K
|
10.7K
$202K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-3.4K- 9.87% |
$63.3K - $64.8K
|
31K
$583K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-13- 0.04% |
$242 - $248
|
32.2K
$604K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.22K- 11.79% |
$60K - $61.4K
|
24.1K
$453K
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
611+ 1.15% |
$11.4K - $11.6K
|
53.9K
$1.01M
|