Latest Institutional Purchases of First Tr ETF Iii Instl Pfd Sec (FPEI)

FPEI Quotes by TradingView

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
Jul 19, 2024 Q2 2024
First Horizon Advisors, Inc.

BUY
 -
657
New
$11.8K - $12.1K
657 $12.7K
Jul 24, 2024 Q2 2024
Edge Rock Capital LLC

BUY
 -
227
New
$4.07K - $4.18K
227 $4.4K
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
Q1 2024
Apr 15, 2024 Q1 2024
G&S Capital LLC

BUY
 -
187K
New
$3.31M - $3.41M
187K $3.62M
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
106K
+ 116.83%
$1.88M - $1.94M
197K $3.82M
May 14, 2024 Q1 2024
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
40.1K
+ 38.35%
$710K - $732K
145K $2.8M
May 29, 2024 Q1 2024
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
34.3K
New
$606K - $626K
34.3K $664K
Apr 12, 2024 Q1 2024
Global Assets Advisory, LLC

Orlando, FL
BUY
 -
27.3K
New
$483K - $498K
27.3K $529K
May 03, 2024 Q1 2024
Signaturefd, LLC

Atlanta, GA
BUY
 -
2.4K
New
$42.5K - $43.8K
2.4K $46.5K
May 03, 2024 Q1 2024
Csenge Advisory Group

BUY
 -
866
+ 8.6%
$15.3K - $15.8K
10.9K $212K
May 01, 2024 Q1 2024
Lincoln National Corp

BUY
 -
390
+ 1.31%
$6.9K - $7.12K
30.2K $585K
Apr 15, 2024 Q1 2024
Key Client Fiduciary Advisors, LLC

BUY
 -
13
+ 0.06%
$230 - $237
21.9K $425K
Q4 2023
Feb 06, 2024 Q4 2023
Avidian Wealth Solutions, LLC

BUY
 -
121K
New
$1.99M - $2.16M
121K $2.34M
Feb 09, 2024 Q4 2023
Hrt Financial LP

New York, NY
BUY
 -
17.8K
New
$293K - $318K
17.8K $345K
Feb 14, 2024 Q4 2023
Two Sigma Securities, LLC

New York, NY
BUY
 -
12.2K
New
$201K - $219K
12.2K $237K
Feb 14, 2024 Q4 2023
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
672
New
$11.1K - $12K
672 $13K
May 15, 2024 Q4 2023
Clear Point Advisors Inc.

Melville, NY
BUY
 -
6
New
$98.8 - $107
6 $116
Mar 01, 2024 Q4 2023
Creekmur Asset Management LLC

Morton, IL
BUY
 -
1
New
$16.5 - $17.9
1 $19.4
Q3 2023
Oct 19, 2023 Q3 2023
Evanson Asset Management, LLC

BUY
 -
25K
New
$421K - $431K
25K $485K
Nov 01, 2023 Q3 2023
Black Diamond Wealth Management Inc.

BUY
 -
13.6K
+ 100.13%
$228K - $234K
27.1K $525K
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
5
New
$84.1 - $86.3
5 $96.9
Q2 2023
Aug 02, 2023 Q2 2023
Bank Of Montreal

Toronto, A6
BUY
 -
471K
New
$7.74M - $8.01M
471K $9.13M
Aug 04, 2023 Q2 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
60.8K
New
$999K - $1.03M
60.8K $1.18M
Aug 07, 2023 Q2 2023
Slate Stone Wealth, LLC

BUY
 -
30K
New
$493K - $510K
30K $581K
Jul 18, 2023 Q2 2023
Stratos Wealth Advisors, LLC

BUY
 -
28.4K
New
$467K - $483K
28.4K $551K
Aug 16, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
10.1K
New
$166K - $172K
10.1K $196K
Jul 13, 2023 Q2 2023
Family Investment Center, Inc.

Saint Joseph, MO
BUY
 -
1.51K
+ 6.08%
$24.9K - $25.7K
26.4K $511K
Jul 24, 2023 Q2 2023
Aspire Private Capital, LLC

BUY
 -
876
New
$14.4K - $14.9K
876 $17K
Q1 2023
May 15, 2023 Q1 2023
River Tree Advisors, LLC

Winter Park, FL
BUY
 -
58.2K
New
$936K - $1.1M
58.2K $1.13M
Apr 06, 2023 Q1 2023
Sterling Manor Financial, LLC

BUY
 -
12.9K
New
$208K - $243K
12.9K $250K
Aug 15, 2023 Q1 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
4.68K
+ 2.68%
$75.3K - $88.2K
179K $3.48M
May 15, 2023 Q1 2023
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
3.68K
+ 2.1%
$59.2K - $69.3K
178K $3.46M
May 17, 2023 Q1 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
3.54K
+ 9.17%
$56.9K - $66.6K
42.1K $816K
May 02, 2023 Q1 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
2.09K
New
$33.7K - $39.4K
2.09K $40.6K
Q4 2022
Feb 06, 2023 Q4 2022
Milestone Asset Management, LLC

Pittsburgh, PA
BUY
 -
261K
New
$4.48M - $4.72M
261K $5.07M
Feb 07, 2023 Q4 2022
Paul Damon & Associates, Inc.

Grand Rapids, MI
BUY
 -
30.5K
New
$524K - $551K
30.5K $592K
Jan 18, 2023 Q4 2022
Altus Wealth Group LLC

Colorado Springs, CO
BUY
 -
24.5K
New
$420K - $441K
24.5K $474K
Jan 09, 2023 Q4 2022
Brookstone Capital Management

BUY
 -
21.7K
New
$371K - $391K
21.7K $420K
Jan 19, 2023 Q4 2022
Mayflower Financial Advisors, LLC

BUY
 -
20.7K
New
$355K - $374K
20.7K $401K
Jan 11, 2023 Q4 2022
Paladin Advisory Group, LLC

BUY
 CALL
13.7K
+ 15.11%
$235K - $247K
104K $2.02M
Jan 31, 2023 Q4 2022
Bickling Financial Services, Inc.

Lexington, MA
BUY
 -
10.3K
New
$176K - $185K
10.3K $199K
Feb 14, 2023 Q4 2022
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
2K
New
$34.3K - $36.1K
2K $38.8K
Jan 13, 2023 Q4 2022
Advisor Net Financial, Inc

BUY
 -
2K
New
$34.3K - $36.1K
2K $38.8K
Jan 17, 2023 Q4 2022
Newbridge Financial Services Group, Inc.

BUY
 -
750
New
$12.9K - $13.5K
750 $14.5K
Jan 13, 2023 Q4 2022
First Heartland Consultants, Inc.

BUY
 -
15
+ 0.11%
$257 - $271
14.1K $274K
Q3 2022
Oct 26, 2022 Q3 2022
Udine Wealth Management, Inc.

BUY
 -
459K
New
$7.87M - $8.56M
459K $8.89M
Oct 25, 2022 Q3 2022
Destiny Wealth Partners, LLC

BUY
 -
192K
New
$3.3M - $3.59M
192K $3.73M
Oct 12, 2022 Q3 2022
Pcg Wealth Advisors, LLC

BUY
 -
67.7K
+ 42.3%
$1.16M - $1.26M
228K $4.42M

Track Institutional and Insider Activities on FPEI

Follow FIRST TR ETF III INSTL PFD SEC and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells FPEI shares.

Notify only if

Insider Trading

Get notified when an First Tr ETF Iii Instl Pfd Sec insider buys or sells FPEI shares.

Notify only if

News

Receive news related to FIRST TR ETF III INSTL PFD SEC

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on FPEI