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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-4.15K- 25.8% |
$78.5K - $80.8K
|
11.9K
$231K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.76K+ 10.81% |
$147K - $151K
|
79.5K
$1.54M
|
|
|
Nov 13, 2025
Q3 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-15.9K- 4.26% |
$302K - $310K
|
358K
$6.95M
|
|
|
Nov 13, 2025
Q3 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
686+ 1.07% |
$13K - $13.4K
|
64.9K
$1.26M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-8.56K- 1.08% |
$162K - $167K
|
787K
$15.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
5.43K+ 20.02% |
$103K - $106K
|
32.6K
$631K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.41K- 94.83% |
$45.5K - $46.8K
|
131
$2.54K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
205K+ 2.38% |
$3.88M - $3.99M
|
8.83M
$171M
|
|
|
Nov 13, 2025
Q3 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
12.8K+ 3139.07% |
$242K - $249K
|
13.2K
$255K
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-2.19K- 7.91% |
$41.4K - $42.5K
|
25.4K
$493K
|
|
|
Nov 13, 2025
Q3 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
127K+ 1013.37% |
$2.41M - $2.48M
|
140K
$2.71M
|
|
|
Nov 13, 2025
Q3 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
137KNew |
$2.59M - $2.66M
|
137K
$2.65M
|
|
|
Nov 13, 2025
Q3 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
860+ 0.55% |
$16.3K - $16.7K
|
158K
$3.07M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
2.39K+ 2.09% |
$45.3K - $46.6K
|
117K
$2.27M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
48.2K+ 135.05% |
$913K - $939K
|
83.9K
$1.63M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-72.8K- 41.34% |
$1.38M - $1.42M
|
103K
$2M
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-88.6K- 33.82% |
$1.68M - $1.73M
|
173K
$3.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.81K- 3.43% |
$53.1K - $54.6K
|
79K
$1.53M
|
|
|
Nov 12, 2025
Q3 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
27KNew |
$510K - $525K
|
27K
$522K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
30.1K+ 72.98% |
$570K - $586K
|
71.4K
$1.38M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
8.49K+ 61.09% |
$161K - $165K
|
22.4K
$434K
|
|
|
Nov 12, 2025
Q3 2025
|
Veridan Wealth LLC
West Linn, OR |
SELL
|
- |
-1.21K- 0.98% |
$22.9K - $23.6K
|
122K
$2.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
40New |
$757 - $779
|
40
$775
|
|
|
Nov 12, 2025
Q3 2025
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
639K+ 103.06% |
$12.1M - $12.4M
|
1.26M
$24.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-913- 3.61% |
$17.3K - $17.8K
|
24.4K
$472K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
23.1K+ 7.7% |
$438K - $450K
|
324K
$6.27M
|
|
|
Nov 12, 2025
Q3 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
SELL
|
- |
-6.11K- 31.8% |
$116K - $119K
|
13.1K
$254K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
17.7K+ 10.26% |
$335K - $345K
|
190K
$3.69M
|
|
|
Nov 12, 2025
Q3 2025
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
1.97K+ 4.02% |
$37.2K - $38.3K
|
50.9K
$986K
|
|
|
Nov 12, 2025
Q3 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-5.02K- 7.7% |
$95.1K - $97.8K
|
60.2K
$1.17M
|
|
|
Nov 12, 2025
Q3 2025
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
232+ 1.41% |
$4.39K - $4.52K
|
16.7K
$323K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-13.5K- 3.65% |
$256K - $263K
|
358K
$6.93M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
542K+ 14.54% |
$10.3M - $10.6M
|
4.27M
$82.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-901K- 39.33% |
$17.1M - $17.6M
|
1.39M
$27M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-51K- 40.0% |
$965K - $992K
|
76.5K
$1.48M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-107- 0.58% |
$2.03K - $2.08K
|
18.4K
$357K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-116- 0.18% |
$2.2K - $2.26K
|
65.6K
$1.27M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.01K- 15.05% |
$38K - $39.1K
|
11.3K
$219K
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-31.3K- 46.54% |
$592K - $609K
|
35.9K
$696K
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
800New |
$15.1K - $15.6K
|
800
$15.5K
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
22.3K+ 63.98% |
$423K - $435K
|
57.3K
$1.11M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.09M- 74.84% |
$20.7M - $21.3M
|
368K
$7.13M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
10.6KNew |
$200K - $206K
|
10.6K
$205K
|
|
|
Nov 07, 2025
Q3 2025
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-917- 7.74% |
$17.4K - $17.9K
|
10.9K
$212K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
742+ 1.85% |
$14K - $14.4K
|
40.8K
$790K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
80+ 0.73% |
$1.51K - $1.56K
|
11K
$213K
|
|
|
Nov 07, 2025
Q3 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
2.03K+ 0.76% |
$38.5K - $39.6K
|
268K
$5.19M
|
|
|
Nov 07, 2025
Q3 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
196KNew |
$3.7M - $3.81M
|
196K
$3.79M
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.57K- 3.79% |
$48.7K - $50.1K
|
65.3K
$1.27M
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
49.3K+ 122.15% |
$932K - $959K
|
89.6K
$1.74M
|
|