Bright Futures Wealth Management, Llc. First Tr Pfd Secs & Income ETF Transaction History

Bright Futures Wealth Management, Llc.

$87.3 Million
Q1 2025

A detailed history of Bright Futures Wealth Management, Llc. transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Bright Futures Wealth Management, Llc. holds 44,414 shares of FPE stock, worth $767,029. This represents 0.89% of its overall portfolio holdings.

Number of Shares

44,414

Previous 49,647 10.54%

Holding current value

$767,029

Previous $878,000 11.05%

% of portfolio

0.89%

Previous 0.87%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$17.53 - $17.87 $91,734 - $93,513	-5,233 Reduced 10.54%	44,414 $781,000
Q4 2024 Jan 30, 2025	SELL	$17.65 - $18.18 $1.05 Million - $1.09 Million	-59,759 Reduced 54.62%	49,647 $878,000
Q3 2024 Oct 31, 2024	BUY	$17.35 - $18.22 $82,291 - $86,417	4,743 Added 4.53%	109,406 $1.98 Million
Q2 2024 Aug 07, 2024	BUY	$16.96 - $17.44 $52,406 - $53,889	3,090 Added 3.04%	104,663 $1.82 Million
Q1 2024 Jun 28, 2024	BUY	$16.74 - $17.43 $1.7 Million - $1.77 Million	101,573 New	101,573 $1.76 Billion

Others Institutions Holding FPE

# of Institutions

484

Shares Held

219M

Call Options Held

Put Options Held

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About FIRST TR PFD SECS & INCOME ETF

Ticker FPE
Sector ETFs
Industry ETFs

More about FPE

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Bright Futures Wealth Management, Llc. First Tr Pfd Secs & Income ETF Transaction History