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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
15.7K+ 4.85% |
$298K - $306K
|
340K
$6.59M
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
15.5KNew |
$294K - $302K
|
15.5K
$301K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
21.9K+ 69.73% |
$414K - $426K
|
53.2K
$1.03M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-74- 2.34% |
$1.4K - $1.44K
|
3.09K
$59.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
40+ 0.22% |
$757 - $779
|
18K
$349K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
97.3K+ 6.25% |
$1.84M - $1.9M
|
1.65M
$32.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
29.5KNew |
$559K - $575K
|
29.5K
$572K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-14.4K- 11.48% |
$273K - $281K
|
111K
$2.15M
|
|
|
Oct 20, 2025
Q3 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
356KNew |
$6.73M - $6.92M
|
356K
$6.89M
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
21+ 0.07% |
$398 - $409
|
28.3K
$548K
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
62.6K+ 7.44% |
$1.18M - $1.22M
|
904K
$17.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
24.4KNew |
$462K - $475K
|
24.4K
$473K
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
6.53K+ 61.42% |
$124K - $127K
|
17.2K
$332K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
50.8K+ 26.96% |
$961K - $988K
|
239K
$4.63M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
578+ 3.92% |
$10.9K - $11.3K
|
15.3K
$297K
|
|
|
Oct 14, 2025
Q3 2025
|
Walker Asset Management, LLC
|
SELL
|
- |
-3.49K- 4.25% |
$66.1K - $68K
|
78.7K
$1.53M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.4K+ 9.16% |
$64.3K - $66.1K
|
40.5K
$785K
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-4.37K- 6.28% |
$82.7K - $85K
|
65.2K
$1.26M
|
|
|
Oct 09, 2025
Q3 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-54- 0.1% |
$1.02K - $1.05K
|
56.6K
$1.1M
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
SELL
|
- |
-4.37K- 24.97% |
$82.6K - $85K
|
13.1K
$254K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-1.92K- 1.56% |
$36.3K - $37.3K
|
121K
$2.35M
|
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.96K- 13.75% |
$37.1K - $38.1K
|
12.3K
$238K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-11.1K- 94.85% |
$209K - $215K
|
600
$11.6K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.02M+ 30.69% |
$18.4M - $19.4M
|
4.36M
$84.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.83KNew |
$32.9K - $34.8K
|
1.83K
$35.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.48K- 19.43% |
$44.6K - $47K
|
10.3K
$199K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-16.4K- 58.62% |
$295K - $311K
|
11.6K
$224K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.1KNew |
$344K - $363K
|
19.1K
$370K
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-79.4K- 40.67% |
$1.43M - $1.51M
|
116K
$2.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12- 0.56% |
$216 - $228
|
2.14K
$41.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.87KNew |
$33.6K - $35.4K
|
1.87K
$36.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-899- 0.83% |
$16.2K - $17.1K
|
107K
$2.08M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
622New |
$11.2K - $11.8K
|
622
$12.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-15K- 39.5% |
$270K - $285K
|
23K
$446K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-310- 87.32% |
$5.58K - $5.89K
|
45
$872
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-1.43K- 35.34% |
$25.6K - $27.1K
|
2.61K
$50.5K
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
23.4KNew |
$421K - $444K
|
23.4K
$453K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.32K+ 6.93% |
$23.8K - $25.1K
|
20.4K
$395K
|
|
|
Jul 23, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
17.7KNew |
$318K - $336K
|
17.7K
$343K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-29.1K- 73.12% |
$524K - $553K
|
10.7K
$207K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-57- 0.52% |
$1.03K - $1.08K
|
10.9K
$212K
|
|
|
Jul 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
680+ 1.39% |
$12.2K - $12.9K
|
49.7K
$962K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
9+ 1.57% |
$162 - $171
|
583
$11.3K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-97.2KClosed |
$1.8M - $1.84M
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
33.5KNew |
$621K - $632K
|
33.5K
$649K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.14K+ 2.11% |
$21K - $21.4K
|
55K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.18K+ 15.8% |
$40.3K - $41.1K
|
15.9K
$309K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
81.3KNew |
$1.51M - $1.53M
|
81.3K
$1.58M
|
|
|
May 14, 2025
Q1 2025
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-59.7K- 5.99% |
$1.11M - $1.13M
|
938K
$18.2M
|
|