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 $810,111. This represents 0.89% of its overall portfolio holdings.

Number of Shares

44,414

Previous 49,647 10.54%

Holding current value

$810,111

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

497

Shares Held

243M

Call Options Held

Put Options Held

10K

View Full List

About FIRST TR PFD SECS & INCOME ETF

Ticker FPE
Sector ETFs
Industry ETFs

More about FPE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bright Futures Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Bright Futures Wealth Management, Llc. with notifications on news.

Account

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