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

Bright Futures Wealth Management, Llc.

  • $101 Million
  • Q4 2024

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 49,647 shares of FPE stock, worth $884,709. This represents 0.87% of its overall portfolio holdings.

Number of Shares
49,647
Previous 109,406 54.62%
Holding current value
$884,709
Previous $1.98 Million 55.66%
% of portfolio
0.87%
Previous 1.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
467
Shares Held
207M
Call Options Held
0
Put Options Held
0
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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