Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-1.92K- 1.56% |
$36.3K - $37.3K
|
121K
$2.35M
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-1.84K- 3.64% |
$34.9K - $35.9K
|
48.8K
$945K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.82K- 3.38% |
$34.5K - $35.5K
|
52.1K
$1.01M
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.57K- 2.97% |
$29.7K - $30.5K
|
51.2K
$992K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.32K- 3.19% |
$25.1K - $25.8K
|
40.2K
$778K
|
|
|
Nov 12, 2025
Q3 2025
|
Veridan Wealth LLC
West Linn, OR |
SELL
|
- |
-1.21K- 0.98% |
$22.9K - $23.6K
|
122K
$2.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.05K- 2.7% |
$19.8K - $20.3K
|
37.6K
$729K
|
|
|
Nov 07, 2025
Q3 2025
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-917- 7.74% |
$17.4K - $17.9K
|
10.9K
$212K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-913- 3.61% |
$17.3K - $17.8K
|
24.4K
$472K
|
|
|
Nov 03, 2025
Q3 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-852- 0.58% |
$16.1K - $16.6K
|
146K
$2.83M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-795- 5.97% |
$15K - $15.5K
|
12.5K
$243K
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
SELL
|
- |
-712- 1.43% |
$13.5K - $13.9K
|
49K
$950K
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-375- 47.83% |
$7.1K - $7.3K
|
409
$7.93K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-324- 0.46% |
$6.13K - $6.31K
|
69.8K
$1.35M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-116- 0.18% |
$2.2K - $2.26K
|
65.6K
$1.27M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-107- 0.58% |
$2.03K - $2.08K
|
18.4K
$357K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-75- 25.0% |
$1.42K - $1.46K
|
225
$4.36K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-74- 2.34% |
$1.4K - $1.44K
|
3.09K
$59.9K
|
|
|
Oct 09, 2025
Q3 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-54- 0.1% |
$1.02K - $1.05K
|
56.6K
$1.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-7- 0.04% |
$133 - $136
|
17.4K
$338K
|
|
| Q2 2025 | |||||||
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-79.4K- 40.67% |
$1.43M - $1.51M
|
116K
$2.24M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-29.1K- 73.12% |
$524K - $553K
|
10.7K
$207K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-16.4K- 58.62% |
$295K - $311K
|
11.6K
$224K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-15K- 39.5% |
$270K - $285K
|
23K
$446K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.48K- 19.43% |
$44.6K - $47K
|
10.3K
$199K
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-1.43K- 35.34% |
$25.6K - $27.1K
|
2.61K
$50.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-899- 0.83% |
$16.2K - $17.1K
|
107K
$2.08M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-310- 87.32% |
$5.58K - $5.89K
|
45
$872
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-57- 0.52% |
$1.03K - $1.08K
|
10.9K
$212K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12- 0.56% |
$216 - $228
|
2.14K
$41.5K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-97.2KClosed |
$1.8M - $1.84M
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-59.7K- 5.99% |
$1.11M - $1.13M
|
938K
$18.2M
|
|
|
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 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-839- 13.19% |
$15.6K - $15.8K
|
5.52K
$107K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-557- 3.56% |
$10.3K - $10.5K
|
15.1K
$292K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-256- 1.94% |
$4.75K - $4.83K
|
13K
$251K
|
|
| Q4 2024 | |||||||
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-29.2K- 73.26% |
$544K - $557K
|
10.7K
$207K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-4.5K- 30.13% |
$83.8K - $85.7K
|
10.4K
$202K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.22K- 11.79% |
$60K - $61.4K
|
24.1K
$467K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-306- 1.02% |
$5.7K - $5.83K
|
29.6K
$574K
|
|
| Q3 2024 | |||||||
|
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
|
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-2- 22.22% |
$36.7 - $38.2
|
7
$136
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-52.3K- 53.34% |
$937K - $964K
|
45.8K
$887K
|
|
|
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 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-485- 4.09% |
$8.69K - $8.94K
|
11.4K
$220K
|
|
|
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
|
|
| Q1 2024 | |||||||
|
Apr 30, 2024
Q1 2024
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-22.1K- 50.0% |
$390K - $403K
|
22.1K
$427K
|
|