Avantax Planning Partners, Inc. First Tr Pfd Secs & Income ETF Transaction History

Avantax Planning Partners, Inc.

$2.81 Billion
Q1 2025

A detailed history of Avantax Planning Partners, Inc. transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 24,742 shares of FPE stock, worth $442,386. This represents 0.02% of its overall portfolio holdings.

Number of Shares

24,742

Previous 43,593 43.24%

Holding current value

$442,386

Previous $771,000 43.58%

% of portfolio

0.02%

Previous 0.03%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	SELL	$17.53 - $17.87 $330,458 - $336,867	-18,851 Reduced 43.24%	24,742 $435,000
Q4 2024 Feb 07, 2025	BUY	$17.65 - $18.18 $147,148 - $151,566	8,337 Added 23.65%	43,593 $771,000
Q3 2024 Nov 13, 2024	BUY	$17.35 - $18.22 $8,744 - $9,182	504 Added 1.45%	35,256 $638,000
Q2 2024 Aug 09, 2024	BUY	$16.96 - $17.44 $589,393 - $606,074	34,752 New	34,752 $603,000
Q3 2023 Nov 03, 2023	SELL	$15.88 - $16.28 $9,909 - $10,158	-624 Reduced 5.72%	10,285 $164,000
Q2 2023 Jul 17, 2023	BUY	$15.54 - $16.14 $169,525 - $176,071	10,909 New	10,909 $174,000
Q4 2022 Feb 09, 2023	SELL	$16.29 - $17.16 $338,994 - $357,099	-20,810 Reduced 44.23%	26,238 $440,000
Q3 2022 Oct 14, 2022	BUY	$16.66 - $18.32 $42,166 - $46,367	2,531 Added 5.69%	47,048 $786,000
Q2 2022 Jul 18, 2022	BUY	$17.23 - $19.08 $767,027 - $849,384	44,517 New	44,517 $767,000
Q4 2018 Feb 14, 2019	SELL	$17.82 - $19.07 $64,365 - $68,880	-3,612 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	$19.07 - $19.3 $68,880 - $69,711	3,612 New	3,612 $69,000
Q2 2018 Aug 13, 2018	SELL	$19.02 - $19.6 $12,001 - $12,367	-631 Closed	0 $0
Q1 2018 May 15, 2018	BUY	$19.46 - $20.07 $12,279 - $12,664	631 New	631 $12,000

Others Institutions Holding FPE

# of Institutions

486

Shares Held

230M

Call Options Held

Put Options Held

3.11K

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About FIRST TR PFD SECS & INCOME ETF

Ticker FPE
Sector ETFs
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Avantax Planning Partners, Inc. First Tr Pfd Secs & Income ETF Transaction History