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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5New |
$84.1 - $86.3
|
5
$93.6
|
|
| Q2 2023 | |||||||
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
471KNew |
$7.74M - $8.01M
|
471K
$8.82M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
60.8KNew |
$999K - $1.03M
|
60.8K
$1.14M
|
|
|
Aug 07, 2023
Q2 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
30KNew |
$493K - $510K
|
30K
$561K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
28.4KNew |
$467K - $483K
|
28.4K
$532K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.1KNew |
$166K - $172K
|
10.1K
$189K
|
|
|
Jul 13, 2023
Q2 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
1.51K+ 6.08% |
$24.9K - $25.7K
|
26.4K
$494K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
876New |
$14.4K - $14.9K
|
876
$16.4K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
58.2KNew |
$936K - $1.1M
|
58.2K
$1.09M
|
|
|
Apr 06, 2023
Q1 2023
|
Sterling Manor Financial, LLC
|
BUY
|
- |
12.9KNew |
$208K - $243K
|
12.9K
$242K
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
6.44KNew |
$104K - $121K
|
6.44K
$120K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.68K+ 2.68% |
$75.3K - $88.2K
|
179K
$3.36M
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3.68K+ 2.1% |
$59.2K - $69.3K
|
178K
$3.34M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.54K+ 9.17% |
$56.9K - $66.6K
|
42.1K
$788K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.09KNew |
$33.7K - $39.4K
|
2.09K
$39.2K
|
|
| Q4 2022 | |||||||
|
Feb 06, 2023
Q4 2022
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
261KNew |
$4.48M - $4.72M
|
261K
$4.89M
|
|
|
Feb 07, 2023
Q4 2022
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
30.5KNew |
$524K - $551K
|
30.5K
$572K
|
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
24.5KNew |
$420K - $441K
|
24.5K
$458K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
21.7KNew |
$371K - $391K
|
21.7K
$405K
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
20.7KNew |
$355K - $374K
|
20.7K
$387K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
13.7K+ 15.11% |
$235K - $247K
|
104K
$1.95M
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
10.3KNew |
$176K - $185K
|
10.3K
$192K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2KNew |
$34.3K - $36.1K
|
2K
$37.4K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
2KNew |
$34.3K - $36.1K
|
2K
$37.4K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
750New |
$12.9K - $13.5K
|
750
$14K
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
15+ 0.11% |
$257 - $271
|
14.1K
$265K
|
|
| Q3 2022 | |||||||
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
459KNew |
$7.87M - $8.56M
|
459K
$8.58M
|
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
192KNew |
$3.3M - $3.59M
|
192K
$3.6M
|
|
|
Oct 12, 2022
Q3 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
67.7K+ 42.3% |
$1.16M - $1.26M
|
228K
$4.26M
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.83KNew |
$99.9K - $109K
|
5.83K
$109K
|
|
|
Oct 25, 2022
Q3 2022
|
Crumly & Associates Inc.
|
BUY
|
- |
1.86K+ 1.89% |
$31.9K - $34.7K
|
99.9K
$1.87M
|
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.5KNew |
$25.7K - $28K
|
1.5K
$28.1K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
700New |
$12K - $13.1K
|
700
$13.1K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2+ 0.92% |
$34.3 - $37.3
|
219
$4.1K
|
|
| Q2 2022 | |||||||
|
Aug 01, 2022
Q2 2022
|
Wespac Advisors, LLC
|
BUY
|
- |
32.3K+ 59.69% |
$572K - $629K
|
86.4K
$1.62M
|
|
|
Jul 26, 2022
Q2 2022
|
Prw Wealth Management LLC
|
BUY
|
- |
15.6KNew |
$276K - $303K
|
15.6K
$291K
|
|
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
15.6KNew |
$276K - $303K
|
15.6K
$291K
|
|
|
Aug 03, 2022
Q2 2022
|
Darwin Advisors, LLC
|
BUY
|
- |
2.32K+ 21.74% |
$41.2K - $45.2K
|
13K
$243K
|
|
|
Jul 20, 2022
Q2 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
1New |
$17.7 - $19.5
|
1
$18.7
|
|
| Q1 2022 | |||||||
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10.1KNew |
$192K - $205K
|
10.1K
$188K
|
|
| Q4 2021 | |||||||
|
Jan 20, 2022
Q4 2021
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
24KNew |
$486K - $496K
|
24K
$449K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2KNew |
$39.2K - $40.1K
|
2K
$37.3K
|
|
| Q4 2018 | |||||||
|
Feb 21, 2019
Q4 2018
|
Lake Point Wealth Management
|
BUY
|
- |
89New |
N/A
|
89
$1.67K
|
|