Creative One Wealth, LLC First Tr Pfd Secs & Income ETF Transaction History

Creative One Wealth, LLC

$3 Billion
Q4 2024

A detailed history of Creative One Wealth, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Creative One Wealth, LLC holds 23,822 shares of FPE stock, worth $423,078. This represents 0.01% of its overall portfolio holdings.

Number of Shares

23,822

Holding current value

$423,078

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$17.65 - $18.18 $420,458 - $433,083	23,822 New	23,822 $421,000

Others Institutions Holding FPE

# of Institutions

480

Shares Held

221M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

50.6M
Shares

$899 Million
0.06% of portfolio
Royal Bank Of Canada Toronto, A6

16.8M
Shares

$298 Million
0.06% of portfolio
Wells Fargo & Company San Francisco, CA

13.7M
Shares

$244 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

13M
Shares

$231 Million
0.1% of portfolio
Ubs Group Ag

9.53M
Shares

$169 Million
0.03% of portfolio

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About FIRST TR PFD SECS & INCOME ETF

Ticker FPE
Sector ETFs
Industry ETFs

More about FPE

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Creative One Wealth, LLC First Tr Pfd Secs & Income ETF Transaction History