Appleton Partners Inc First Tr Pfd Secs & Income ETF Transaction History

Appleton Partners Inc

$1.41 Billion
Q2 2025

A detailed history of Appleton Partners Inc transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Appleton Partners Inc holds 13,607 shares of FPE stock, worth $243,293. This represents 0.02% of its overall portfolio holdings.

Number of Shares

13,607

Holding current value

$243,293

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 22, 2025	BUY	$16.93 - $17.81 $230,366 - $242,340	13,607 New	13,607 $242,000

Others Institutions Holding FPE

# of Institutions

486

Shares Held

230M

Call Options Held

Put Options Held

3.11K

Morgan Stanley New York, NY

52.3M
Shares

$935 Million
0.07% of portfolio
Royal Bank Of Canada Toronto, A6

17.3M
Shares

$309 Million
0.07% of portfolio
Wells Fargo & Company San Francisco, CA

15M
Shares

$269 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

14.4M
Shares

$257 Million
0.1% of portfolio
Ubs Group Ag

9.93M
Shares

$178 Million
0.03% of portfolio

View Full List

About FIRST TR PFD SECS & INCOME ETF

Ticker FPE
Sector ETFs
Industry ETFs

More about FPE

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Appleton Partners Inc First Tr Pfd Secs & Income ETF Transaction History