Caldwell Sutter Capital, Inc. First Tr Pfd Secs & Income ETF Transaction History

Caldwell Sutter Capital, Inc.

$215 Billion
Q3 2024

A detailed history of Caldwell Sutter Capital, Inc. transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Caldwell Sutter Capital, Inc. holds 5,864 shares of FPE stock, worth $105,082. This represents 0.05% of its overall portfolio holdings.

Number of Shares

5,864

Previous 5,684 3.17%

Holding current value

$105,082

Previous $98.7 Million 7.56%

% of portfolio

0.05%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$17.35 - $18.22 $3,123 - $3,279	180 Added 3.17%	5,864 $106 Million
Q2 2024 Jul 22, 2024	BUY	$16.96 - $17.44 $3,273 - $3,365	193 Added 3.51%	5,684 $98.7 Million
Q1 2024 Apr 19, 2024	BUY	$16.74 - $17.43 $5,021 - $5,229	300 Added 5.78%	5,491 $95.1 Million
Q4 2023 Jan 19, 2024	BUY	$15.46 - $16.92 $8,472 - $9,272	548 Added 11.8%	5,191 $87.5 Million
Q3 2023 Oct 25, 2023	BUY	$15.88 - $16.28 $5,843 - $5,991	368 Added 8.61%	4,643 $74.1 Million
Q2 2023 Jul 19, 2023	BUY	$15.54 - $16.14 $31,080 - $32,280	2,000 Added 87.91%	4,275 $68.3 Million
Q1 2023 Apr 25, 2023	BUY	$15.34 - $18.23 $34,898 - $41,473	2,275 New	2,275 $36.3 Million

Others Institutions Holding FPE

# of Institutions

440

Shares Held

195M

Call Options Held

Put Options Held

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About FIRST TR PFD SECS & INCOME ETF

Ticker FPE
Sector ETFs
Industry ETFs

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Caldwell Sutter Capital, Inc. First Tr Pfd Secs & Income ETF Transaction History