Columbia Advisory Partners LLC First Tr Pfd Secs & Income ETF Transaction History

Columbia Advisory Partners LLC

  • $100 Million
  • Q1 2025

A detailed history of Columbia Advisory Partners LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Columbia Advisory Partners LLC holds 29,125 shares of FPE stock, worth $518,716. This represents 0.51% of its overall portfolio holdings.

Number of Shares
29,125
Previous 19,813 47.0%
Holding current value
$518,716
Previous $350,000 46.29%
% of portfolio
0.51%
Previous 0.38%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
BUY
$17.53 - $17.87 $163,239 - $166,405
9,312 Added 47.0%
29,125 $512,000
Q4 2024

Jan 13, 2025
BUY
$17.65 - $18.18 $139,576 - $143,767
7,908 Added 66.43%
19,813 $350,000
Q2 2024

Jul 12, 2024
BUY
$16.96 - $17.44 $16,960 - $17,440
1,000 Added 9.17%
11,905 $206,000
Q4 2023

Jan 09, 2024
SELL
$15.46 - $16.92 $2,009 - $2,199
-130 Reduced 1.18%
10,905 $183,000
Q2 2023

Aug 02, 2023
SELL
$15.54 - $16.14 $1,554 - $1,614
-100 Reduced 0.9%
11,035 $176,000
Q1 2023

May 09, 2023
SELL
$15.34 - $18.23 $19,175 - $22,787
-1,250 Reduced 10.09%
11,135 $177,000
Q4 2022

Jan 27, 2023
SELL
$16.29 - $17.16 $42,272 - $44,530
-2,595 Reduced 17.32%
12,385 $208,000
Q3 2022

Nov 07, 2022
SELL
$16.66 - $18.32 $966 - $1,062
-58 Reduced 0.39%
14,980 $250,000
Q2 2022

Aug 03, 2022
SELL
$17.23 - $19.08 $1,912 - $2,117
-111 Reduced 0.73%
15,038 $259,000
Q1 2022

Apr 29, 2022
BUY
$18.67 - $20.32 $282,831 - $307,827
15,149 New
15,149 $288,000

Others Institutions Holding FPE

# of Institutions
487
Shares Held
230M
Call Options Held
0
Put Options Held
3.11K
View Full List

About FIRST TR PFD SECS & INCOME ETF

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