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

Caldwell Sutter Capital, Inc.

$234 Billion
Q3 2025

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 6,119 shares of FPE stock, worth $111,977. This represents 0.05% of its overall portfolio holdings.

Number of Shares

6,119

Previous 5,569 9.88%

Holding current value

$111,977

Previous $99.1 Million 12.59%

% of portfolio

0.05%

Previous 0.05%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	BUY	$17.81 - $18.39 $9,795 - $10,114	550 Added 9.88%	6,119 $112 Million
Q2 2025 Jul 11, 2025	SELL	$16.93 - $17.81 $846 - $890	-50 Reduced 0.89%	5,569 $99.1 Million
Q1 2025 Apr 16, 2025	SELL	$17.53 - $17.87 $4,294 - $4,378	-245 Reduced 4.18%	5,619 $98.8 Million
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

491

Shares Held

245M

Call Options Held

10.2K

Put Options Held

View Full List

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