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

Clarus Wealth Advisors

$200 Million
Q4 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 29,638 shares of FPEI stock, worth $552,452. This represents 0.28% of its overall portfolio holdings.

Number of Shares

29,638

Previous 29,944 1.02%

Holding current value

$552,452

Previous $571,000 2.98%

% of portfolio

0.28%

Previous 0.29%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$18.62 - $19.05 $5,697 - $5,829	-306 Reduced 1.02%	29,638 $554,000
Q3 2024 Oct 08, 2024	SELL	$18.36 - $19.08 $3,525 - $3,663	-192 Reduced 0.64%	29,944 $571,000
Q2 2024 Jul 11, 2024	BUY	$17.91 - $18.43 $17,390 - $17,895	971 Added 3.33%	30,136 $553,000
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

170

Shares Held

59.4M

Call Options Held

Put Options Held

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About FIRST TR ETF III INSTL PFD SEC

Ticker FPEI
Sector ETFs
Industry ETFs

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