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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
611+ 1.15% |
$11.4K - $11.6K
|
53.9K
$1.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
575+ 1.08% |
$10.7K - $11K
|
53.8K
$1M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
482+ 0.12% |
$8.97K - $9.18K
|
407K
$7.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
440New |
$8.19K - $8.38K
|
440
$8.21K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
384New |
$7.15K - $7.32K
|
384
$7.17K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
344New |
$6.41K - $6.55K
|
344
$6.42K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
335+ 1.42% |
$6.24K - $6.38K
|
24K
$448K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
241+ 0.16% |
$4.49K - $4.59K
|
155K
$2.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
200New |
$3.72K - $3.81K
|
200
$3.73K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
126New |
$2.35K - $2.4K
|
126
$2.35K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
101+ 0.73% |
$1.88K - $1.92K
|
13.9K
$259K
|
|
|
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
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
77+ 0.72% |
$1.43K - $1.47K
|
10.7K
$200K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
55+ 0.35% |
$1.02K - $1.05K
|
15.6K
$292K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
50+ 0.38% |
$931 - $953
|
13.2K
$247K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
49+ 0.21% |
$912 - $933
|
22.9K
$427K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
14+ 0.08% |
$261 - $267
|
18K
$335K
|
|
| Q3 2024 | |||||||
|
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
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
77KNew |
$1.41M - $1.47M
|
77K
$1.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
54.1K+ 72.59% |
$993K - $1.03M
|
129K
$2.4M
|
|
|
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 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.69K+ 28.18% |
$105K - $109K
|
25.9K
$483K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.9KNew |
$53.2K - $55.3K
|
2.9K
$54.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
2.09K+ 6.29% |
$38.3K - $39.8K
|
35.2K
$657K
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.33K+ 4.71% |
$24.4K - $25.4K
|
29.6K
$552K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1KNew |
$18.4K - $19.1K
|
1K
$18.7K
|
|
|
Apr 01, 2025
Q3 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
250New |
$4.59K - $4.77K
|
250
$4.67K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
70New |
$1.29K - $1.34K
|
70
$1.31K
|
|
| Q2 2024 | |||||||
|
Aug 02, 2024
Q2 2024
|
Win Advisors, Inc
|
BUY
|
- |
62.8KNew |
$1.12M - $1.16M
|
62.8K
$1.17M
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
10.1KNew |
$180K - $185K
|
10.1K
$188K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10KNew |
$179K - $184K
|
10K
$187K
|
|
|
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
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
5KNew |
$89.6K - $92.2K
|
5K
$93.3K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.22KNew |
$39.8K - $41K
|
2.22K
$41.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
667New |
$11.9K - $12.3K
|
667
$12.4K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
657New |
$11.8K - $12.1K
|
657
$12.3K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
227New |
$4.07K - $4.18K
|
227
$4.24K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
10+ 2.38% |
$179 - $184
|
431
$8.04K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
7+ 0.98% |
$125 - $129
|
724
$13.5K
|
|
| Q1 2024 | |||||||
|
Apr 15, 2024
Q1 2024
|
G&S Capital LLC
|
BUY
|
- |
187KNew |
$3.31M - $3.41M
|
187K
$3.49M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
106K+ 116.83% |
$1.88M - $1.94M
|
197K
$3.67M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
40.1K+ 38.35% |
$710K - $732K
|
145K
$2.7M
|
|
|
May 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
34.3KNew |
$606K - $626K
|
34.3K
$639K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
27.3KNew |
$483K - $498K
|
27.3K
$509K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.4KNew |
$42.5K - $43.8K
|
2.4K
$44.8K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.23K+ 48.33% |
$21.8K - $22.4K
|
3.77K
$70.4K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
866+ 8.6% |
$15.3K - $15.8K
|
10.9K
$204K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
390+ 1.31% |
$6.9K - $7.12K
|
30.2K
$564K
|
|