A detailed history of Atticus Wealth Management, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Atticus Wealth Management, LLC holds 15,030 shares of FPE stock, worth $270,690. This represents 0.1% of its overall portfolio holdings.

Number of Shares
15,030
Previous 20,753 27.58%
Holding current value
$270,690
Previous $360,000 24.44%
% of portfolio
0.1%
Previous 0.13%

Shares

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

Oct 15, 2024

SELL
$17.35 - $18.22 $99,294 - $104,273
-5,723 Reduced 27.58%
15,030 $272,000
Q2 2024

Jul 17, 2024

SELL
$16.96 - $17.44 $153,504 - $157,849
-9,051 Reduced 30.37%
20,753 $360,000
Q1 2024

Apr 17, 2024

BUY
$16.74 - $17.43 $9,508 - $9,900
568 Added 1.94%
29,804 $516,000
Q4 2023

Jan 17, 2024

SELL
$15.46 - $16.92 $66,029 - $72,265
-4,271 Reduced 12.75%
29,236 $492,000
Q3 2023

Nov 15, 2023

BUY
$15.88 - $16.28 $8,130 - $8,335
512 Added 1.55%
33,507 $535,000
Q2 2023

Jul 20, 2023

SELL
$15.54 - $16.14 $5.92 Million - $6.15 Million
-381,268 Reduced 92.04%
32,995 $526,000
Q1 2023

Apr 17, 2023

BUY
$15.34 - $18.23 $2.41 Million - $2.86 Million
156,827 Added 60.92%
414,263 $6.61 Million
Q4 2022

Jan 31, 2023

BUY
$16.29 - $17.16 $1.32 Million - $1.39 Million
81,168 Added 46.05%
257,436 $4.32 Million
Q2 2022

Jul 13, 2022

BUY
$17.23 - $19.08 $3.04 Million - $3.36 Million
176,268 New
176,268 $3.04 Million

Others Institutions Holding FPE

About FIRST TR PFD SECS & INCOME ETF


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