Latest Institutional Purchases of First Tr ETF Iii Instl Pfd Sec (FPEI)
This list provides information on the latest institutional transactions involving First Tr ETF Iii Instl Pfd Sec (FPEI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
22.5K+ 14.85% |
$426K - $438K
|
174K
$3.37M
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
22.3K+ 63.98% |
$423K - $435K
|
57.3K
$1.11M
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
20.4K+ 163.55% |
$387K - $398K
|
32.9K
$638K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
19.9K+ 26.34% |
$376K - $387K
|
95.4K
$1.85M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
18.2K+ 1.91% |
$345K - $355K
|
969K
$18.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
17.7K+ 10.26% |
$335K - $345K
|
190K
$3.69M
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
17K+ 4.22% |
$322K - $332K
|
421K
$8.16M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
16.7KNew |
$316K - $325K
|
16.7K
$324K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
16.4K+ 6.23% |
$311K - $320K
|
281K
$5.44M
|
|
|
Nov 17, 2025
Q3 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
16.4KNew |
$310K - $319K
|
16.4K
$317K
|
|
|
Nov 14, 2025
Q3 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
16KNew |
$303K - $312K
|
16K
$311K
|
|
|
Oct 23, 2025
Q3 2025
|
Steinberganna Wealth Management
Huntington, NY |
BUY
|
- |
15.9KNew |
$302K - $310K
|
15.9K
$309K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
15.7K+ 4.85% |
$298K - $306K
|
340K
$6.59M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
15.2K+ 8.29% |
$287K - $295K
|
198K
$3.84M
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
15KNew |
$284K - $292K
|
15K
$291K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.3K+ 84.48% |
$251K - $258K
|
29K
$562K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
12.9K+ 126.61% |
$245K - $251K
|
23.1K
$448K
|
|
|
Nov 13, 2025
Q3 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
12.8K+ 3139.07% |
$242K - $249K
|
13.2K
$255K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
12.2K+ 300.89% |
$230K - $237K
|
16.2K
$314K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
10.7K+ 13.76% |
$203K - $209K
|
88.6K
$1.72M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
10.6KNew |
$200K - $206K
|
10.6K
$205K
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.1KNew |
$192K - $198K
|
10.1K
$197K
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
9.75K+ 68.63% |
$185K - $190K
|
24K
$464K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
8.49K+ 61.09% |
$161K - $165K
|
22.4K
$434K
|
|
|
Nov 14, 2025
Q3 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
8.24K+ 28.29% |
$156K - $160K
|
37.4K
$724K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.76K+ 10.81% |
$147K - $151K
|
79.5K
$1.54M
|
|
|
Oct 31, 2025
Q3 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
7.53K+ 70.0% |
$143K - $147K
|
18.3K
$354K
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
6.53K+ 61.42% |
$124K - $127K
|
17.2K
$332K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.54KNew |
$105K - $108K
|
5.54K
$107K
|
|
|
Nov 13, 2025
Q3 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
5.43K+ 20.02% |
$103K - $106K
|
32.6K
$631K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.75K+ 8.11% |
$71K - $73K
|
50K
$969K
|
|
|
Nov 14, 2025
Q3 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
3.18K+ 13.98% |
$60.2K - $61.9K
|
25.9K
$503K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.85K+ 10.09% |
$54K - $55.5K
|
31.1K
$603K
|
|
|
Nov 03, 2025
Q3 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
2.85K+ 11.52% |
$54K - $55.5K
|
27.6K
$535K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
2.39K+ 2.09% |
$45.3K - $46.6K
|
117K
$2.27M
|
|
|
Nov 07, 2025
Q3 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
2.03K+ 0.76% |
$38.5K - $39.6K
|
268K
$5.19M
|
|
|
Nov 12, 2025
Q3 2025
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
1.97K+ 4.02% |
$37.2K - $38.3K
|
50.9K
$986K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.63K+ 147.33% |
$30.8K - $31.6K
|
2.73K
$52.9K
|
|
|
Oct 22, 2025
Q3 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
956+ 0.16% |
$18.1K - $18.6K
|
588K
$11.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
872+ 0.89% |
$16.5K - $17K
|
99.2K
$1.92M
|
|
|
Nov 13, 2025
Q3 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
860+ 0.55% |
$16.3K - $16.7K
|
158K
$3.07M
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
800New |
$15.1K - $15.6K
|
800
$15.5K
|
|
|
Nov 17, 2025
Q3 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
665+ 0.92% |
$12.6K - $12.9K
|
73.2K
$1.42M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
600New |
$11.4K - $11.7K
|
600
$11.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
557+ 1.06% |
$10.5K - $10.8K
|
53.2K
$1.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
500New |
$9.47K - $9.74K
|
500
$9.69K
|
|
|
Nov 05, 2025
Q3 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
288+ 0.87% |
$5.45K - $5.61K
|
33.3K
$645K
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
285New |
$5.4K - $5.55K
|
285
$5.52K
|
|
|
Nov 12, 2025
Q3 2025
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
232+ 1.41% |
$4.39K - $4.52K
|
16.7K
$323K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
151+ 1.41% |
$2.86K - $2.94K
|
10.9K
$211K
|
|