Fullcircle Wealth LLC First Tr Pfd Secs & Income ETF Transaction History

Fullcircle Wealth LLC

  • $227 Million
  • Q1 2025

A detailed history of Fullcircle Wealth LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Fullcircle Wealth LLC holds 118,123 shares of FPE stock, worth $2.07 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares
118,123
Previous 97,093 21.66%
Holding current value
$2.07 Million
Previous $1.73 Billion 99.88%
% of portfolio
0.92%
Previous 0.71%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
BUY
$17.53 - $17.87 $368,655 - $375,806
21,030 Added 21.66%
118,123 $2.08 Million
Q4 2024

Feb 13, 2025
BUY
$17.65 - $18.18 $59,974 - $61,775
3,398 Added 3.63%
97,093 $1.73 Billion
Q3 2024

Oct 29, 2024
BUY
$17.35 - $18.22 $307,997 - $323,441
17,752 Added 23.38%
93,695 $1.68 Billion
Q2 2024

Jul 25, 2024
BUY
$16.96 - $17.44 $1.29 Million - $1.32 Million
75,943 New
75,943 $1.33 Billion

Others Institutions Holding FPE

# of Institutions
487
Shares Held
229M
Call Options Held
0
Put Options Held
3.11K
View Full List

About FIRST TR PFD SECS & INCOME ETF

FPE Quotes by TradingView
  • Ticker FPE
  • Sector ETFs
  • Industry ETFs
More about FPE
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