A detailed history of Affinity Wealth Management LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Affinity Wealth Management LLC holds 1,328,554 shares of FPE stock, worth $23.7 Million. This represents 4.73% of its overall portfolio holdings.

Number of Shares
1,328,554
Previous 1,350,801 1.65%
Holding current value
$23.7 Million
Previous $23.4 Million 2.55%
% of portfolio
4.73%
Previous 4.72%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

SELL
$17.35 - $18.22 $385,985 - $405,340
-22,247 Reduced 1.65%
1,328,554 $24 Million
Q2 2024

Jul 31, 2024

BUY
$16.96 - $17.44 $22.9 Million - $23.6 Million
1,350,801 New
1,350,801 $23.4 Million

Others Institutions Holding FPE

About FIRST TR PFD SECS & INCOME ETF


  • Ticker FPE
  • Sector ETFs
  • Industry ETFs
More about FPE
Track This Portfolio

Track Affinity Wealth Management LLC Portfolio

Follow Affinity Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Affinity Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Affinity Wealth Management LLC with notifications on news.