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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.84KNew |
$34K - $34.6K
|
1.84K
$35.6K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
11.6KNew |
$215K - $219K
|
11.6K
$225K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-256- 1.94% |
$4.75K - $4.83K
|
13K
$251K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-6.75K- 20.85% |
$125K - $127K
|
25.6K
$496K
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-2.78K- 19.44% |
$51.4K - $52.4K
|
11.5K
$223K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-557- 3.56% |
$10.3K - $10.5K
|
15.1K
$292K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
348+ 29.54% |
$6.45K - $6.57K
|
1.53K
$29.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.65KNew |
$67.6K - $68.9K
|
3.65K
$70.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-839- 13.19% |
$15.6K - $15.8K
|
5.52K
$107K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.91K+ 126.88% |
$35.4K - $36K
|
3.41K
$66.1K
|
|
| Q4 2024 | |||||||
|
Mar 06, 2025
Q4 2024
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
11.4KNew |
$213K - $218K
|
11.4K
$222K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-29.2K- 73.26% |
$544K - $557K
|
10.7K
$207K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
440New |
$8.19K - $8.38K
|
440
$8.53K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
200New |
$3.72K - $3.81K
|
200
$3.88K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-4.5K- 30.13% |
$83.8K - $85.7K
|
10.4K
$202K
|
|
|
Feb 12, 2025
Q4 2024
|
Stonebridge Advisors LLC
Wilton, CT |
BUY
|
- |
367KNew |
$6.84M - $7M
|
367K
$7.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
14.4KNew |
$268K - $275K
|
14.4K
$279K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
63.8KNew |
$1.19M - $1.22M
|
63.8K
$1.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1.36K+ 17.2% |
$25.4K - $26K
|
9.29K
$180K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.22K- 11.79% |
$60K - $61.4K
|
24.1K
$467K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
344New |
$6.41K - $6.55K
|
344
$6.67K
|
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
33.5KNew |
$624K - $638K
|
33.5K
$649K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
384New |
$7.15K - $7.32K
|
384
$7.44K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
126New |
$2.35K - $2.4K
|
126
$2.44K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
13.1KNew |
$243K - $249K
|
13.1K
$253K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-306- 1.02% |
$5.7K - $5.83K
|
29.6K
$574K
|
|
| Q3 2024 | |||||||
|
Apr 01, 2025
Q3 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
250New |
$4.59K - $4.77K
|
250
$4.85K
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
27.2K+ 32.87% |
$498K - $518K
|
110K
$2.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
54.1K+ 72.59% |
$993K - $1.03M
|
129K
$2.49M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.9KNew |
$53.2K - $55.3K
|
2.9K
$56.2K
|
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-2- 22.22% |
$36.7 - $38.2
|
7
$136
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
70New |
$1.29K - $1.34K
|
70
$1.36K
|
|
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-1.99M- 94.16% |
$36.6M - $38M
|
124K
$2.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-20.5K- 4.01% |
$376K - $391K
|
491K
$9.51M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
297K+ 38.48% |
$5.45M - $5.67M
|
1.07M
$20.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1KNew |
$18.4K - $19.1K
|
1K
$19.4K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
10+ 2.38% |
$179 - $184
|
431
$8.35K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
7+ 0.98% |
$125 - $129
|
724
$14K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-14.2K- 92.53% |
$255K - $262K
|
1.15K
$22.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-180- 5.24% |
$3.22K - $3.32K
|
3.25K
$63.1K
|
|
|
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
$887K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
5KNew |
$89.6K - $92.2K
|
5K
$96.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-485- 4.09% |
$8.69K - $8.94K
|
11.4K
$220K
|
|
|
Aug 02, 2024
Q2 2024
|
Win Advisors, Inc
|
BUY
|
- |
62.8KNew |
$1.12M - $1.16M
|
62.8K
$1.22M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
8.54KNew |
$153K - $157K
|
8.54K
$165K
|
|
|
Jul 25, 2024
Q2 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
7.97K+ 3.48% |
$143K - $147K
|
237K
$4.6M
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
227New |
$4.07K - $4.18K
|
227
$4.4K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
657New |
$11.8K - $12.1K
|
657
$12.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
667New |
$11.9K - $12.3K
|
667
$12.9K
|
|