Eldridge Investment Advisors, Inc. First Tr Pfd Secs & Income ETF Transaction History

Eldridge Investment Advisors, Inc.

$426 Million
Q3 2024

A detailed history of Eldridge Investment Advisors, Inc. transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Eldridge Investment Advisors, Inc. holds 567,388 shares of FPE stock, worth $10.1 Million. This represents 2.41% of its overall portfolio holdings.

Number of Shares

567,388

Previous 548,699 3.41%

Holding current value

$10.1 Million

Previous $9.53 Million 7.82%

% of portfolio

2.41%

Previous 2.4%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$17.35 - $18.22 $324,254 - $340,513	18,689 Added 3.41%	567,388 $10.3 Million
Q2 2024 Aug 01, 2024	BUY	$16.96 - $17.44 $434,142 - $446,429	25,598 Added 4.89%	548,699 $9.53 Million
Q1 2024 May 10, 2024	BUY	$16.74 - $17.43 $285,350 - $297,111	17,046 Added 3.37%	523,101 $9.06 Million
Q4 2023 Feb 06, 2024	BUY	$15.46 - $16.92 $1.74 Million - $1.9 Million	112,546 Added 28.6%	506,055 $8.53 Million
Q3 2023 Nov 06, 2023	SELL	$15.88 - $16.28 $85,942 - $88,107	-5,412 Reduced 1.36%	393,509 $6.28 Million
Q2 2023 Aug 03, 2023	BUY	$15.54 - $16.14 $5.44 Million - $5.65 Million	349,766 Added 711.56%	398,921 $6.37 Million
Q1 2023 May 12, 2023	BUY	$15.34 - $18.23 $754,037 - $896,095	49,155 New	49,155 $785,000
Q1 2020 May 08, 2020	SELL	$13.6 - $20.48 $156,740 - $236,032	-11,525 Closed	0 $0
Q4 2019 Feb 03, 2020	BUY	$19.72 - $20.07 $9,860 - $10,035	500 Added 4.54%	11,525 $231,000
Q3 2019 Nov 01, 2019	BUY	$19.37 - $19.84 $213,554 - $218,736	11,025 New	11,025 $218,000

Others Institutions Holding FPE

# of Institutions

439

Shares Held

195M

Call Options Held

Put Options Held

View Full List

About FIRST TR PFD SECS & INCOME ETF

Ticker FPE
Sector ETFs
Industry ETFs

More about FPE

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Eldridge Investment Advisors, Inc. First Tr Pfd Secs & Income ETF Transaction History