Clarus Wealth Advisors First Tr ETF Iii Instl Pfd Sec Transaction History

Clarus Wealth Advisors

  • $178 Million
  • Q1 2024

A detailed history of Clarus Wealth Advisors transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Clarus Wealth Advisors holds 29,165 shares of FPEI stock, worth $536,927. This represents 0.3% of its overall portfolio holdings.

Number of Shares
29,165
Previous 29,897 2.45%
Holding current value
$536,927
Previous $533,000 0.38%
% of portfolio
0.3%
Previous 0.31%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 11, 2024
SELL
$17.7 - $18.26 $12,956 - $13,366
-732 Reduced 2.45%
29,165 $531,000
Q4 2023

Jan 22, 2024
SELL
$16.46 - $17.9 $4,691 - $5,101
-285 Reduced 0.94%
29,897 $533,000
Q2 2023

Jul 10, 2023
SELL
$16.43 - $16.99 $52,411 - $54,198
-3,190 Reduced 9.56%
30,182 $508,000
Q1 2023

Apr 10, 2023
BUY
$16.1 - $18.84 $537,289 - $628,728
33,372 New
33,372 $558,000

Others Institutions Holding FPEI

# of Institutions
155
Shares Held
50.7M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF III INSTL PFD SEC

FPEI Quotes by TradingView
  • Ticker FPEI
  • Sector ETFs
  • Industry ETFs
More about FPEI
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