A detailed history of Aft, Forsyth & Company, Inc. transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Aft, Forsyth & Company, Inc. holds 13,719 shares of FPE stock, worth $247,079. This represents 0.12% of its overall portfolio holdings.

Number of Shares
13,719
Previous 14,019 2.14%
Holding current value
$247,079
Previous $242,000 1.65%
% of portfolio
0.12%
Previous 0.14%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

SELL
$16.96 - $17.44 $5,088 - $5,232
-300 Reduced 2.14%
13,719 $238,000
Q3 2023

Nov 07, 2023

SELL
$15.88 - $16.28 $71,460 - $73,260
-4,500 Reduced 24.3%
14,019 $223,000
Q2 2023

Aug 14, 2023

BUY
$15.54 - $16.14 $202 - $209
13 Added 0.07%
18,519 $295,000
Q1 2023

May 02, 2023

BUY
$15.34 - $18.23 $19,497 - $23,170
1,271 Added 7.37%
18,506 $295,000
Q4 2022

Feb 13, 2023

SELL
$16.29 - $17.16 $36,505 - $38,455
-2,241 Reduced 11.51%
17,235 $289,000
Q3 2022

Nov 14, 2022

BUY
$16.66 - $18.32 $283 - $311
17 Added 0.09%
19,476 $325,000
Q2 2022

Jul 28, 2022

BUY
$17.23 - $19.08 $258 - $286
15 Added 0.08%
19,459 $335,000
Q1 2022

May 10, 2022

BUY
$18.67 - $20.32 $363,019 - $395,102
19,444 New
19,444 $370,000

Others Institutions Holding FPE

About FIRST TR PFD SECS & INCOME ETF


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

Track Aft, Forsyth & Company, Inc. Portfolio

Follow Aft, Forsyth & Company, Inc. 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 Aft, Forsyth & Company, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Aft, Forsyth & Company, Inc. with notifications on news.