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 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.7K- 10.93% |
$106K - $108K
|
46.4K
$874K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
50+ 0.38% |
$931 - $953
|
13.2K
$249K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
144K+ 23.22% |
$2.69M - $2.75M
|
766K
$14.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
381K+ 4.79% |
$7.09M - $7.25M
|
8.33M
$157M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-455K- 9.19% |
$8.46M - $8.66M
|
4.49M
$84.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
200New |
$3.72K - $3.81K
|
200
$3.77K
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.93K+ 0.58% |
$35.9K - $36.7K
|
332K
$6.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
3.29K+ 4.6% |
$61.2K - $62.6K
|
74.8K
$1.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
12.8KNew |
$238K - $243K
|
12.8K
$240K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.21K+ 4.88% |
$116K - $118K
|
133K
$2.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
9.97K+ 29.23% |
$186K - $190K
|
44.1K
$830K
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
11K+ 4.55% |
$205K - $210K
|
253K
$4.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.2KNew |
$265K - $271K
|
14.2K
$268K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
14+ 0.08% |
$261 - $267
|
18K
$338K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
1.99K+ 2.69% |
$37K - $37.9K
|
75.8K
$1.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
793K+ 5.29% |
$14.8M - $15.1M
|
15.8M
$298M
|
|
|
Feb 14, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
239KNew |
$4.44M - $4.54M
|
239K
$4.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
839+ 15.2% |
$15.6K - $16K
|
6.36K
$120K
|
|
|
Feb 14, 2025
Q4 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
40.7K+ 4.25% |
$757K - $774K
|
998K
$18.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
48.8K+ 1.67% |
$909K - $930K
|
2.98M
$56.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
440New |
$8.19K - $8.38K
|
440
$8.29K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
7.11K+ 23.82% |
$132K - $135K
|
36.9K
$696K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
4.43K+ 10.35% |
$82.5K - $84.4K
|
47.3K
$891K
|
|
|
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
|
Ae Wealth Management LLC
|
BUY
|
- |
2.19KNew |
$40.8K - $41.7K
|
2.19K
$41.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-393K- 72.1% |
$7.32M - $7.49M
|
152K
$2.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.4KNew |
$194K - $199K
|
10.4K
$196K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-1.79K- 4.71% |
$33.3K - $34.1K
|
36.2K
$682K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-603- 21.2% |
$11.2K - $11.5K
|
2.24K
$42.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
42.5K+ 29.14% |
$792K - $810K
|
188K
$3.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
154K+ 30.36% |
$2.87M - $2.93M
|
661K
$12.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
4.8K+ 35.63% |
$89.4K - $91.5K
|
18.3K
$344K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15.7K+ 4.95% |
$293K - $300K
|
334K
$6.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-121- 0.35% |
$2.25K - $2.31K
|
34.4K
$648K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
27.4K+ 167.76% |
$510K - $522K
|
43.8K
$824K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
172K+ 232.8% |
$3.2M - $3.27M
|
246K
$4.63M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
153K+ 8.1% |
$2.85M - $2.91M
|
2.04M
$38.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
54.5K+ 2.68% |
$1.02M - $1.04M
|
2.09M
$39.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
652K+ 69.85% |
$12.1M - $12.4M
|
1.59M
$29.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
11.2K+ 73.96% |
$209K - $213K
|
26.3K
$496K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-26.1K- 17.6% |
$486K - $497K
|
122K
$2.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
SELL
|
- |
-173- 0.49% |
$3.22K - $3.3K
|
34.8K
$656K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
14.4KNew |
$268K - $275K
|
14.4K
$272K
|
|
|
Feb 12, 2025
Q4 2024
|
Stonebridge Advisors LLC
Wilton, CT |
BUY
|
- |
367KNew |
$6.84M - $7M
|
367K
$6.92M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
17.5K+ 357.3% |
$325K - $333K
|
22.4K
$421K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
13.5K+ 10.2% |
$251K - $257K
|
146K
$2.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-4.5K- 30.13% |
$83.8K - $85.7K
|
10.4K
$197K
|
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
18.1KNew |
$337K - $345K
|
18.1K
$341K
|
|
|
Feb 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
29.4K+ 23.58% |
$548K - $560K
|
154K
$2.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12.3K+ 54.47% |
$230K - $235K
|
35K
$659K
|