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 15,443 shares of FPE stock, worth $278,128. This represents 0.05% of its overall portfolio holdings.

Number of Shares
15,443
Previous 15,443 -0.0%
Holding current value
$278,128
Previous $268,000 4.1%
% of portfolio
0.05%
Previous 0.06%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About FIRST TR PFD SECS & INCOME ETF


  • Ticker FPE
  • Sector ETFs
  • Industry ETFs
More about FPE
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