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 30,873 shares of FPE stock, worth $535,955. This represents 0.4% of its overall portfolio holdings.

Number of Shares
30,873
Previous 30,833 0.13%
Holding current value
$535,955
Previous $520 Million 2.86%
% of portfolio
0.4%
Previous 0.42%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$16.41 - $17.16 $735,036 - $768,630
44,792 New
44,792 $753 Million

Others Institutions Holding FPE

About FIRST TR PFD SECS & INCOME ETF


  • Ticker FPE
  • Sector ETFs
  • Industry ETFs
More about FPE
Track This Portfolio

Track Cascade Investment Group, Inc. Portfolio

Follow Cascade Investment Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cascade Investment Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Cascade Investment Group, Inc. with notifications on news.