Choice Wealth Advisors, LLC First Tr Pfd Secs & Income ETF Transaction History

Choice Wealth Advisors, LLC

$163 Million
Q1 2024

A detailed history of Choice Wealth Advisors, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Choice Wealth Advisors, LLC holds 288,588 shares of FPE stock, worth $5.04 Million. This represents 3.08% of its overall portfolio holdings.

Number of Shares

288,588

Previous 289,216 0.22%

Holding current value

$5.04 Million

Previous $4.88 Million 2.5%

% of portfolio

3.08%

Previous 3.04%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 18, 2024	SELL	$16.74 - $17.43 $10,512 - $10,946	-628 Reduced 0.22%	288,588 $5 Million
Q4 2023 Jan 11, 2024	BUY	$15.46 - $16.92 $135,831 - $148,659	8,786 Added 3.13%	289,216 $4.88 Million
Q3 2023 Oct 10, 2023	BUY	$15.88 - $16.28 $22,724 - $23,296	1,431 Added 0.51%	280,430 $4.48 Million
Q2 2023 Jul 14, 2023	BUY	$15.54 - $16.14 $317,249 - $329,498	20,415 Added 7.89%	278,999 $4.46 Million
Q1 2023 Apr 06, 2023	BUY	$15.34 - $18.23 $33,563 - $39,887	2,188 Added 0.85%	258,584 $4.13 Million

Q4 2022 Jan 25, 2023	BUY	$16.41 - $17.16 $68,823 - $71,969	4,194 Added 1.66%	256,396 $0
Q3 2022 Nov 09, 2022	BUY	$17.07 - $18.32 $4.31 Million - $4.62 Million	252,202 New	252,202 $4.21 Million
Q2 2022 Aug 09, 2022	SELL	$17.23 - $19.08 $4.44 Million - $4.91 Million	-257,517 Closed	0 $0
Q1 2022 Apr 12, 2022	BUY	$18.67 - $20.32 $79,739 - $86,786	4,271 Added 1.69%	257,517 $4.86 Million
Q4 2021 Feb 14, 2022	BUY	$20.14 - $20.56 $299,501 - $305,747	14,871 Added 6.24%	253,246 $5.15 Million
Q3 2021 Oct 13, 2021	BUY	$20.5 - $20.75 $283,535 - $286,993	13,831 Added 6.16%	238,375 $4.9 Million
Q2 2021 Jul 23, 2021	BUY	$20.22 - $20.6 $313,308 - $319,197	15,495 Added 7.41%	224,544 $4.63 Million
Q1 2021 Apr 16, 2021	SELL	$19.95 - $20.37 $3.93 Million - $4.02 Million	-197,152 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$19.15 - $20.31 $3.78 Million - $4 Million	197,152 New	197,152 $3.98 Million

Others Institutions Holding FPE

# of Institutions

426

Shares Held

187M

Call Options Held

Put Options Held

20.1K

View Full List

About FIRST TR PFD SECS & INCOME ETF

Ticker FPE
Sector ETFs
Industry ETFs

More about FPE

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Choice Wealth Advisors, LLC First Tr Pfd Secs & Income ETF Transaction History