Acorn Financial Advisory Services Inc First Tr Pfd Secs & Income ETF Transaction History

Acorn Financial Advisory Services Inc

$523 Million
Q4 2024

A detailed history of Acorn Financial Advisory Services Inc transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Acorn Financial Advisory Services Inc holds 15,152 shares of FPE stock, worth $269,251. This represents 0.05% of its overall portfolio holdings.

Number of Shares

15,152

Previous 15,443 1.88%

Holding current value

$269,251

Previous $279,000 3.94%

% of portfolio

0.05%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$17.65 - $18.18 $5,136 - $5,290	-291 Reduced 1.88%	15,152 $268,000
Q4 2023 Jan 17, 2024	BUY	$15.46 - $16.92 $238,748 - $261,295	15,443 New	15,443 $260,000
Q2 2023 Jul 20, 2023	SELL	$15.54 - $16.14 $101,010 - $104,910	-6,500 Reduced 19.08%	27,565 $440,000
Q1 2023 Apr 26, 2023	SELL	$15.34 - $18.23 $9,204 - $10,938	-600 Reduced 1.73%	34,065 $543,000
Q2 2022 Jul 12, 2022	BUY	$17.23 - $19.08 $46,951 - $51,992	2,725 Added 8.53%	34,665 $597,000
Q1 2022 Apr 18, 2022	BUY	$18.67 - $20.32 $28,005 - $30,480	1,500 Added 4.93%	31,940 $607,000
Q4 2021 Jan 31, 2022	BUY	$20.14 - $20.56 $313,781 - $320,324	15,580 Added 104.85%	30,440 $619,000
Q3 2021 Nov 15, 2021	BUY	$20.5 - $20.75 $304,630 - $308,345	14,860 New	14,860 $305,000

Others Institutions Holding FPE

# of Institutions

483

Shares Held

221M

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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Acorn Financial Advisory Services Inc First Tr Pfd Secs & Income ETF Transaction History