Collaborative Wealth Managment Inc. First Tr ETF Iii Instl Pfd Sec Transaction History

Collaborative Wealth Managment Inc.

  • $238 Million
  • Q3 2025

A detailed history of Collaborative Wealth Managment Inc. transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 89,586 shares of FPEI stock, worth $1.74 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares
89,586
Previous 40,326 122.15%
Holding current value
$1.74 Million
Previous $765,000 126.41%
% of portfolio
0.73%
Previous 0.34%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
BUY
$18.93 - $19.47 $932,491 - $959,092
49,260 Added 122.15%
89,586 $1.73 Million
Q2 2025

Aug 08, 2025
BUY
$17.99 - $18.99 $725,464 - $765,790
40,326 New
40,326 $765,000

Others Institutions Holding FPEI

# of Institutions
205
Shares Held
71.6M
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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