Accel Wealth Management First Tr Pfd Secs & Income ETF Transaction History

Accel Wealth Management

$268 Million
Q1 2025

A detailed history of Accel Wealth Management transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Accel Wealth Management holds 49,617 shares of FPE stock, worth $873,259. This represents 0.33% of its overall portfolio holdings.

Number of Shares

49,617

Previous 52,872 6.16%

Holding current value

$873,259

Previous $935,000 6.63%

% of portfolio

0.33%

Previous 0.36%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	SELL	$17.53 - $17.87 $57,060 - $58,166	-3,255 Reduced 6.16%	49,617 $873,000
Q4 2024 Jan 21, 2025	SELL	$17.65 - $18.18 $48,819 - $50,285	-2,766 Reduced 4.97%	52,872 $935,000
Q3 2024 Oct 15, 2024	SELL	$17.35 - $18.22 $8,865 - $9,310	-511 Reduced 0.91%	55,638 $1.01 Million
Q2 2024 Jul 12, 2024	BUY	$16.96 - $17.44 $983 - $1,011	58 Added 0.1%	56,149 $974,000
Q1 2024 Apr 19, 2024	SELL	$16.74 - $17.43 $9,039 - $9,412	-540 Reduced 0.95%	56,091 $971,000
Q4 2023 Jan 18, 2024	SELL	$15.46 - $16.92 $24,442 - $26,750	-1,581 Reduced 2.72%	56,631 $954,000
Q3 2023 Oct 19, 2023	SELL	$15.88 - $16.28 $1,556 - $1,595	-98 Reduced 0.17%	58,212 $929,000
Q2 2023 Jul 24, 2023	SELL	$15.54 - $16.14 $2,066 - $2,146	-133 Reduced 0.23%	58,310 $931,000
Q1 2023 Apr 20, 2023	BUY	$15.34 - $18.23 $981 - $1,166	64 Added 0.11%	58,443 $932,000
Q4 2022 Jan 26, 2023	SELL	$16.29 - $17.16 $40,806 - $42,985	-2,505 Reduced 4.11%	58,379 $0
Q3 2022 Oct 12, 2022	BUY	$16.66 - $18.32 $916 - $1,007	55 Added 0.09%	60,884 $1.03 Million
Q2 2022 Aug 03, 2022	SELL	$17.23 - $19.08 $26,310 - $29,135	-1,527 Reduced 2.45%	60,829 $1.07 Million
Q1 2022 Apr 29, 2022	BUY	$18.67 - $20.32 $58,231 - $63,378	3,119 Added 5.27%	62,356 $1.19 Million
Q4 2021 Jan 18, 2022	BUY	$20.14 - $20.56 $31,720 - $32,381	1,575 Added 2.73%	59,237 $1.2 Million
Q3 2021 Nov 04, 2021	SELL	$20.5 - $20.75 $26,957 - $27,286	-1,315 Reduced 2.23%	57,662 $1.18 Million
Q2 2021 Aug 03, 2021	BUY	$20.22 - $20.6 $209,499 - $213,436	10,361 Added 21.31%	58,977 $1.22 Million
Q1 2021 May 10, 2021	BUY	$19.95 - $20.37 $113,375 - $115,762	5,683 Added 13.24%	48,616 $980,000
Q4 2020 Jan 27, 2021	BUY	$19.15 - $20.31 $822,166 - $871,969	42,933 New	42,933 $867,000

Others Institutions Holding FPE

# of Institutions

485

Shares Held

220M

Call Options Held

Put Options Held

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About FIRST TR PFD SECS & INCOME ETF

Ticker FPE
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Industry ETFs

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Accel Wealth Management First Tr Pfd Secs & Income ETF Transaction History