Cascade Investment Group, Inc. First Tr Pfd Secs & Income ETF Transaction History

Cascade Investment Group, Inc.

$130 Billion
Q1 2025

A detailed history of Cascade Investment Group, Inc. transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Cascade Investment Group, Inc. holds 28,753 shares of FPE stock, worth $504,902. This represents 0.39% of its overall portfolio holdings.

Number of Shares

28,753

Previous 30,353 5.27%

Holding current value

$504,902

Previous $537 Million 5.86%

% of portfolio

0.39%

Previous 0.38%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$17.53 - $17.87 $28,048 - $28,592	-1,600 Reduced 5.27%	28,753 $506 Million
Q4 2024 Jan 16, 2025	SELL	$17.65 - $18.18 $2,118 - $2,181	-120 Reduced 0.39%	30,353 $537 Million
Q3 2024 Oct 15, 2024	SELL	$17.35 - $18.22 $867 - $911	-50 Reduced 0.16%	30,473 $552 Million
Q2 2024 Jul 16, 2024	SELL	$16.96 - $17.44 $5,936 - $6,104	-350 Reduced 1.13%	30,523 $530 Million
Q1 2024 May 15, 2024	BUY	$16.74 - $17.43 $669 - $697	40 Added 0.13%	30,873 $535 Million
Q4 2023 Jan 16, 2024	BUY	$15.46 - $16.92 $101,850 - $111,468	6,588 Added 27.17%	30,833 $520 Million
Q3 2023 Oct 18, 2023	SELL	$15.88 - $16.28 $4,764 - $4,884	-300 Reduced 1.22%	24,245 $387 Million
Q2 2023 Jul 19, 2023	SELL	$15.54 - $16.14 $269,572 - $279,980	-17,347 Reduced 41.41%	24,545 $392 Million
Q1 2023 Apr 14, 2023	SELL	$15.34 - $18.23 $44,486 - $52,867	-2,900 Reduced 6.47%	41,892 $669 Million
Q4 2022 Feb 27, 2023	BUY	$16.29 - $17.16 $729,661 - $768,630	44,792 New	44,792 $753 Million

Others Institutions Holding FPE

# of Institutions

488

Shares Held

229M

Call Options Held

Put Options Held

3.11K

View Full List

About FIRST TR PFD SECS & INCOME ETF

Ticker FPE
Sector ETFs
Industry ETFs

More about FPE

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Cascade Investment Group, Inc. First Tr Pfd Secs & Income ETF Transaction History