Avantax Advisory Services, Inc. First Tr ETF Iii Instl Pfd Sec Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 18,600 shares of FPEI stock, worth $348,378. This represents 0.0% of its overall portfolio holdings.

Number of Shares

18,600

Previous 19,841 6.25%

Holding current value

$348,378

Previous $364,000 2.75%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$18.36 - $19.08 $22,784 - $23,678	-1,241 Reduced 6.25%	18,600 $354,000
Q2 2024 Aug 09, 2024	SELL	$17.91 - $18.43 $29,748 - $30,612	-1,661 Reduced 7.72%	19,841 $364,000
Q1 2024 May 08, 2024	SELL	$17.7 - $18.26 $9,805 - $10,116	-554 Reduced 2.51%	21,502 $391,000
Q4 2023 Feb 07, 2024	BUY	$16.46 - $17.9 $28,986 - $31,521	1,761 Added 8.68%	22,056 $393,000
Q3 2023 Nov 07, 2023	SELL	$16.82 - $17.25 $45,329 - $46,488	-2,695 Reduced 11.72%	20,295 $342,000
Q2 2023 Aug 11, 2023	SELL	$16.43 - $16.99 $905,473 - $936,335	-55,111 Reduced 70.56%	22,990 $387,000
Q1 2023 Apr 28, 2023	BUY	$16.1 - $18.84 $173,735 - $203,302	10,791 Added 16.03%	78,101 $1.31 Million
Q4 2022 Feb 13, 2023	BUY	$17.15 - $18.04 $649,985 - $683,716	37,900 Added 128.87%	67,310 $1.2 Million
Q3 2022 Nov 01, 2022	BUY	$17.15 - $18.66 $504,381 - $548,790	29,410 New	29,410 $504,000

Others Institutions Holding FPEI

# of Institutions

168

Shares Held

59.2M

Call Options Held

Put Options Held

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About FIRST TR ETF III INSTL PFD SEC

Ticker FPEI
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Avantax Advisory Services, Inc. First Tr ETF Iii Instl Pfd Sec Transaction History