Capital A Wealth Management, LLC First Tr Pfd Secs & Income ETF Transaction History

Capital A Wealth Management, LLC

$60.2 Billion
Q4 2024

A detailed history of Capital A Wealth Management, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Capital A Wealth Management, LLC holds 5 shares of FPE stock, worth $89. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$89

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 26, 2025	BUY	$17.65 - $18.18 $88 - $90	5 New	5 $89,000

Others Institutions Holding FPE

# of Institutions

482

Shares Held

221M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

50.6M
Shares

$902 Million
0.06% of portfolio
Royal Bank Of Canada Toronto, A6

16.8M
Shares

$299 Million
0.06% of portfolio
Wells Fargo & Company San Francisco, CA

13.7M
Shares

$245 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

13M
Shares

$232 Million
0.1% of portfolio
Ubs Group Ag

9.53M
Shares

$170 Million
0.03% of portfolio

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About FIRST TR PFD SECS & INCOME ETF

Ticker FPE
Sector ETFs
Industry ETFs

More about FPE

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Capital A Wealth Management, LLC First Tr Pfd Secs & Income ETF Transaction History