A detailed history of Avantax Advisory Services, Inc. transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 398,597 shares of FPE stock, worth $7.18 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
398,597
Previous 331,142 20.37%
Holding current value
$7.18 Million
Previous $5.74 Million 20.65%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Aug 09, 2024

BUY
$16.96 - $17.44 $1.14 Million - $1.18 Million
67,455 Added 20.37%
398,597 $6.92 Million
Q1 2024

May 08, 2024

BUY
$16.74 - $17.43 $516,998 - $538,308
30,884 Added 10.29%
331,142 $5.74 Million
Q4 2023

Feb 07, 2024

SELL
$15.46 - $16.92 $592,040 - $647,951
-38,295 Reduced 11.31%
300,258 $5.06 Million
Q3 2023

Nov 07, 2023

SELL
$15.88 - $16.28 $967,409 - $991,777
-60,920 Reduced 15.25%
338,553 $5.41 Million
Q2 2023

Aug 11, 2023

BUY
$15.54 - $16.14 $251,810 - $261,532
16,204 Added 4.23%
399,473 $6.38 Million
Q1 2023

Apr 28, 2023

BUY
$15.34 - $18.23 $1.08 Million - $1.29 Million
70,566 Added 22.57%
383,269 $6.12 Million
Q4 2022

Feb 13, 2023

BUY
$16.29 - $17.16 $93,586 - $98,584
5,745 Added 1.87%
312,703 $5.25 Million
Q3 2022

Nov 01, 2022

BUY
$16.66 - $18.32 $39,917 - $43,894
2,396 Added 0.79%
306,958 $5.13 Million
Q2 2022

Aug 02, 2022

SELL
$17.23 - $19.08 $69,316 - $76,758
-4,023 Reduced 1.3%
304,562 $5.25 Million
Q1 2022

Apr 27, 2022

BUY
$18.67 - $20.32 $236,530 - $257,434
12,669 Added 4.28%
308,585 $5.87 Million
Q4 2021

Jan 24, 2022

BUY
$20.14 - $20.56 $220,210 - $224,803
10,934 Added 3.84%
295,916 $6.01 Million
Q3 2021

Oct 21, 2021

BUY
$20.5 - $20.75 $226,012 - $228,768
11,025 Added 4.02%
284,982 $5.85 Million
Q2 2021

Jul 29, 2021

BUY
$20.22 - $20.6 $314,926 - $320,845
15,575 Added 6.03%
273,957 $5.64 Million
Q1 2021

May 13, 2021

BUY
$19.95 - $20.37 $522,550 - $533,551
26,193 Added 11.28%
258,382 $5.21 Million
Q4 2020

Jan 22, 2021

SELL
$19.15 - $20.31 $1.54 Million - $1.64 Million
-80,656 Reduced 25.78%
232,189 $4.68 Million
Q3 2020

Oct 14, 2020

SELL
$18.45 - $19.5 $5.79 Million - $6.12 Million
-313,801 Reduced 50.08%
312,845 $6 Million
Q2 2020

Aug 06, 2020

SELL
$16.14 - $18.92 $389,296 - $456,350
-24,120 Reduced 3.71%
626,646 $11.5 Million
Q1 2020

Apr 30, 2020

BUY
$13.6 - $20.48 $655,724 - $987,443
48,215 Added 8.0%
650,766 $10.7 Million
Q4 2019

Feb 14, 2020

BUY
$19.72 - $20.07 $10.9 Million - $11.1 Million
551,130 Added 1071.8%
602,551 $12.1 Million
Q3 2019

Nov 08, 2019

BUY
$19.37 - $19.84 $503,465 - $515,681
25,992 Added 102.21%
51,421 $1.01 Million
Q2 2019

Aug 06, 2019

BUY
$19.06 - $19.39 $133,191 - $135,497
6,988 Added 37.89%
25,429 $493,000
Q1 2019

May 13, 2019

SELL
$17.98 - $19.09 $51,314 - $54,482
-2,854 Reduced 13.4%
18,441 $351,000
Q4 2018

Feb 13, 2019

BUY
$17.82 - $19.07 $379,476 - $406,095
21,295 New
21,295 $382,000

Others Institutions Holding FPE

About FIRST TR PFD SECS & INCOME ETF


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