Balanced Rock Investment Advisor First Tr ETF Iii Instl Pfd Sec Transaction History

Balanced Rock Investment Advisor

  • $126 Billion
  • Q4 2024

A detailed history of Balanced Rock Investment Advisor transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 18,275 shares of FPEI stock, worth $345,032. This represents 0.27% of its overall portfolio holdings.

Number of Shares
18,275
Previous 13,474 35.63%
Holding current value
$345,032
Previous $257 Million 33.0%
% of portfolio
0.27%
Previous 0.2%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$18.62 - $19.05 $89,394 - $91,459
4,801 Added 35.63%
18,275 $342 Million
Q3 2024

Nov 13, 2024
BUY
$18.36 - $19.08 $28,402 - $29,516
1,547 Added 12.97%
13,474 $257 Million
Q2 2024

Jul 31, 2024
BUY
$17.91 - $18.43 $213,612 - $219,814
11,927 New
11,927 $219 Million

Others Institutions Holding FPEI

# of Institutions
190
Shares Held
65.6M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF III INSTL PFD SEC

FPEI Quotes by TradingView
  • Ticker FPEI
  • Sector ETFs
  • Industry ETFs
More about FPEI
Track This Portfolio

Track Balanced Rock Investment Advisor Portfolio

Follow Balanced Rock Investment Advisor and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Balanced Rock Investment Advisor, based on Form 13F filings with the SEC.

News

Stay updated on Balanced Rock Investment Advisor with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email