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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
126New |
$2.35K - $2.4K
|
126
$2.35K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
13.1KNew |
$243K - $249K
|
13.1K
$244K
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
39K+ 1.84% |
$727K - $744K
|
2.16M
$40.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
78+ 0.1% |
$1.45K - $1.49K
|
80.5K
$1.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2.93K- 71.3% |
$54.5K - $55.8K
|
1.18K
$22K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
335+ 1.42% |
$6.24K - $6.38K
|
24K
$448K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-361- 2.52% |
$6.72K - $6.88K
|
14K
$260K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
16KNew |
$298K - $305K
|
16K
$299K
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-12.7K- 7.49% |
$237K - $242K
|
157K
$2.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.54K- 4.1% |
$28.7K - $29.3K
|
36K
$672K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-306- 1.02% |
$5.7K - $5.83K
|
29.6K
$553K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
482+ 0.12% |
$8.97K - $9.18K
|
407K
$7.59M
|
|
| Q3 2024 | |||||||
|
Apr 01, 2025
Q3 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
250New |
$4.59K - $4.77K
|
250
$4.67K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
77KNew |
$1.41M - $1.47M
|
77K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
27.2K+ 32.87% |
$498K - $518K
|
110K
$2.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
13.8KNew |
$253K - $263K
|
13.8K
$257K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
54.1K+ 72.59% |
$993K - $1.03M
|
129K
$2.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.33K+ 4.71% |
$24.4K - $25.4K
|
29.6K
$552K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.9KNew |
$53.2K - $55.3K
|
2.9K
$54.1K
|
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-2- 22.22% |
$36.7 - $38.2
|
7
$131
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
70New |
$1.29K - $1.34K
|
70
$1.31K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.69K+ 28.18% |
$105K - $109K
|
25.9K
$483K
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-254- 2.31% |
$4.66K - $4.85K
|
10.8K
$201K
|
|
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-1.99M- 94.16% |
$36.6M - $38M
|
124K
$2.31M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
297K+ 38.48% |
$5.45M - $5.67M
|
1.07M
$19.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-20.5K- 4.01% |
$376K - $391K
|
491K
$9.15M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1KNew |
$18.4K - $19.1K
|
1K
$18.7K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.6K- 40.08% |
$29.4K - $30.6K
|
2.4K
$44.7K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10KNew |
$179K - $184K
|
10K
$187K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-420- 58.33% |
$7.52K - $7.74K
|
300
$5.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
10+ 2.38% |
$179 - $184
|
431
$8.04K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.21K- 4.74% |
$21.7K - $22.4K
|
24.4K
$455K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
7+ 0.98% |
$125 - $129
|
724
$13.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-14.2K- 92.53% |
$255K - $262K
|
1.15K
$21.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-180- 5.24% |
$3.22K - $3.32K
|
3.25K
$60.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-73Closed |
$1.31K - $1.35K
|
0
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-52.3K- 53.34% |
$937K - $964K
|
45.8K
$854K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
5KNew |
$89.6K - $92.2K
|
5K
$93.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-485- 4.09% |
$8.69K - $8.94K
|
11.4K
$212K
|
|
|
Aug 02, 2024
Q2 2024
|
Win Advisors, Inc
|
BUY
|
- |
62.8KNew |
$1.12M - $1.16M
|
62.8K
$1.17M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
8.54KNew |
$153K - $157K
|
8.54K
$159K
|
|
|
Jul 25, 2024
Q2 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
7.97K+ 3.48% |
$143K - $147K
|
237K
$4.43M
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
227New |
$4.07K - $4.18K
|
227
$4.24K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
657New |
$11.8K - $12.1K
|
657
$12.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
667New |
$11.9K - $12.3K
|
667
$12.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.22KNew |
$39.8K - $41K
|
2.22K
$41.5K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
10.1KNew |
$180K - $185K
|
10.1K
$188K
|
|
| Q1 2024 | |||||||
|
May 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
34.3KNew |
$606K - $626K
|
34.3K
$639K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-894- 1.03% |
$15.8K - $16.3K
|
85.7K
$1.6M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
106K+ 116.83% |
$1.88M - $1.94M
|
197K
$3.67M
|
|