Ehrlich Financial Group First Tr Pfd Secs & Income ETF Transaction History

Ehrlich Financial Group

$141 Billion
Q4 2024

A detailed history of Ehrlich Financial Group transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Ehrlich Financial Group holds 10,253 shares of FPE stock, worth $182,093. This represents 0.13% of its overall portfolio holdings.

Number of Shares

10,253

Holding current value

$182,093

% of portfolio

0.13%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 13, 2025	BUY	$17.65 - $18.18 $180,965 - $186,399	10,253 New	10,253 $181 Million

Others Institutions Holding FPE

# of Institutions

444

Shares Held

194M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

48.8M
Shares

$866 Million
0.07% of portfolio
Royal Bank Of Canada Toronto, A6

16.5M
Shares

$293 Million
0.06% of portfolio
Wells Fargo & Company San Francisco, CA

12.7M
Shares

$226 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

11.9M
Shares

$211 Million
0.1% of portfolio
Ubs Group Ag

9.7M
Shares

$172 Million
0.04% of portfolio

View Full List

About FIRST TR PFD SECS & INCOME ETF

Ticker FPE
Sector ETFs
Industry ETFs

More about FPE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ehrlich Financial Group, based on Form 13F filings with the SEC.

News

Stay updated on Ehrlich Financial Group with notifications on news.

Account

Ehrlich Financial Group First Tr Pfd Secs & Income ETF Transaction History