Private Client Services, LLC First Tr Pfd Secs & Income ETF Transaction History

Private Client Services, LLC

$186 Billion
Q4 2024

A detailed history of Private Client Services, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Private Client Services, LLC holds 180,764 shares of FPE stock, worth $3.23 Million. This represents 1.72% of its overall portfolio holdings.

Number of Shares

180,764

Previous 176,045 2.68%

Holding current value

$3.23 Million

Previous $3.19 Billion 0.41%

% of portfolio

1.72%

Previous 1.71%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 08, 2025	BUY	$17.65 - $18.18 $83,290 - $85,791	4,719 Added 2.68%	180,764 $3.2 Billion
Q3 2024 Oct 03, 2024	BUY	$17.35 - $18.22 $112,115 - $117,737	6,462 Added 3.81%	176,045 $3.19 Billion
Q2 2024 Jul 29, 2024	BUY	$16.96 - $17.44 $18,469 - $18,992	1,089 Added 0.65%	169,583 $2.94 Billion
Q1 2024 May 10, 2024	BUY	$16.74 - $17.43 $895,456 - $932,365	53,492 Added 46.51%	168,494 $2.92 Billion
Q4 2023 Jan 30, 2024	BUY	$15.46 - $16.92 $1.78 Million - $1.95 Million	115,002 New	115,002 $1.94 Billion

Others Institutions Holding FPE

# of Institutions

479

Shares Held

220M

Call Options Held

Put Options Held

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About FIRST TR PFD SECS & INCOME ETF

Ticker FPE
Sector ETFs
Industry ETFs

More about FPE

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Private Client Services, LLC First Tr Pfd Secs & Income ETF Transaction History