Blue Zone Wealth Advisors, LLC First Tr Pfd Secs & Income ETF Transaction History

Blue Zone Wealth Advisors, LLC

  • $363 Million
  • Q2 2025

A detailed history of Blue Zone Wealth Advisors, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Blue Zone Wealth Advisors, LLC holds 10,842 shares of FPE stock, worth $198,083. This represents 0.05% of its overall portfolio holdings.

Number of Shares
10,842
Previous 10,110 7.24%
Holding current value
$198,083
Previous $177,000 8.47%
% of portfolio
0.05%
Previous 0.05%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
BUY
$16.93 - $17.81 $12,392 - $13,036
732 Added 7.24%
10,842 $192,000
Q1 2025

Apr 11, 2025
SELL
$17.53 - $17.87 $7,958 - $8,112
-454 Reduced 4.3%
10,110 $177,000
Q4 2024

Jan 30, 2025
BUY
$17.65 - $18.18 $4,536 - $4,672
257 Added 2.49%
10,564 $186,000
Q3 2024

Oct 07, 2024
BUY
$17.35 - $18.22 $178,826 - $187,793
10,307 New
10,307 $186,000
Q1 2023

Apr 20, 2023
SELL
$15.34 - $18.23 $222,322 - $264,207
-14,493 Reduced 54.17%
12,261 $195,000
Q4 2022

Jan 27, 2023
BUY
$16.29 - $17.16 $1,026 - $1,081
63 Added 0.24%
26,754 $0
Q3 2022

Oct 14, 2022
BUY
$16.66 - $18.32 $16,943 - $18,631
1,017 Added 3.96%
26,691 $446,000
Q2 2022

Jul 13, 2022
SELL
$17.23 - $19.08 $33,512 - $37,110
-1,945 Reduced 7.04%
25,674 $442,000
Q1 2022

Apr 08, 2022
BUY
$18.67 - $20.32 $1,157 - $1,259
62 Added 0.22%
27,619 $525,000
Q4 2021

Jan 24, 2022
SELL
$20.14 - $20.56 $1,027 - $1,048
-51 Reduced 0.18%
27,557 $560,000
Q3 2021

Oct 26, 2021
BUY
$20.5 - $20.75 $565,964 - $572,866
27,608 New
27,608 $567,000

Others Institutions Holding FPE

# of Institutions
497
Shares Held
243M
Call Options Held
0
Put Options Held
10K
View Full List

About FIRST TR PFD SECS & INCOME ETF

FPE Quotes by TradingView
  • Ticker FPE
  • Sector ETFs
  • Industry ETFs
More about FPE
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