Empirical Financial Services, LLC D.B.A. Empirical Wealth Management First Tr Pfd Secs & Income ETF Transaction History

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

  • $4.37 Billion
  • Q2 2025

A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 1,117,589 shares of FPE stock, worth $20 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares
1,117,589
Previous 1,075,906 3.87%
Holding current value
$20 Million
Previous $18.9 Million 5.11%
% of portfolio
0.46%
Previous 0.49%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
BUY
$16.93 - $17.81 $705,693 - $742,374
41,683 Added 3.87%
1,117,589 $19.9 Million
Q1 2025

May 08, 2025
SELL
$17.53 - $17.87 $306,056 - $311,992
-17,459 Reduced 1.6%
1,075,906 $18.9 Million
Q4 2024

Jan 21, 2025
BUY
$17.65 - $18.18 $568,877 - $585,959
32,231 Added 3.04%
1,093,365 $19.4 Million
Q3 2024

Oct 31, 2024
SELL
$17.35 - $18.22 $167,097 - $175,476
-9,631 Reduced 0.9%
1,061,134 $19.2 Million
Q2 2024

Aug 09, 2024
BUY
$16.96 - $17.44 $231,436 - $237,986
13,646 Added 1.29%
1,070,765 $18.6 Million
Q1 2024

May 06, 2024
BUY
$16.74 - $17.43 $53,484 - $55,688
3,195 Added 0.3%
1,057,119 $18.3 Million
Q4 2023

Feb 06, 2024
BUY
$15.46 - $16.92 $756,210 - $827,624
48,914 Added 4.87%
1,053,924 $17.8 Million
Q3 2023

Nov 02, 2023
SELL
$15.88 - $16.28 $359,539 - $368,595
-22,641 Reduced 2.2%
1,005,010 $16.1 Million
Q2 2023

Aug 11, 2023
BUY
$15.54 - $16.14 $583,495 - $606,024
37,548 Added 3.79%
1,027,651 $16.4 Million
Q1 2023

May 09, 2023
BUY
$15.34 - $18.23 $871,910 - $1.04 Million
56,839 Added 6.09%
990,103 $15.8 Million
Q4 2022

Feb 07, 2023
BUY
$16.29 - $17.16 $719,138 - $757,545
44,146 Added 4.97%
933,264 $15.7 Million
Q3 2022

Nov 02, 2022
BUY
$16.66 - $18.32 $912,568 - $1 Million
54,776 Added 6.57%
889,118 $14.8 Million
Q2 2022

Aug 02, 2022
BUY
$17.23 - $19.08 $339,965 - $376,467
19,731 Added 2.42%
834,342 $14.4 Million
Q1 2022

May 13, 2022
BUY
$18.67 - $20.32 $1.19 Million - $1.29 Million
63,705 Added 8.48%
814,611 $15.5 Million
Q4 2021

Feb 14, 2022
BUY
$20.14 - $20.56 $1.47 Million - $1.5 Million
73,040 Added 10.77%
750,906 $15.3 Million
Q3 2021

Nov 02, 2021
BUY
$20.5 - $20.75 $1.25 Million - $1.26 Million
60,876 Added 9.87%
677,866 $13.9 Million
Q2 2021

Aug 12, 2021
BUY
$20.22 - $20.6 $2.92 Million - $2.98 Million
144,472 Added 30.57%
616,990 $12.7 Million
Q1 2021

May 17, 2021
SELL
$19.95 - $20.37 $586,450 - $598,796
-29,396 Reduced 5.86%
472,518 $9.52 Million
Q4 2020

Feb 12, 2021
BUY
$19.15 - $20.31 $163,234 - $173,122
8,524 Added 1.73%
501,914 $10.1 Million
Q3 2020

Nov 12, 2020
BUY
$18.45 - $19.5 $155,662 - $164,521
8,437 Added 1.74%
493,390 $9.46 Million
Q2 2020

Aug 12, 2020
SELL
$16.14 - $18.92 $1.11 Million - $1.3 Million
-68,847 Reduced 12.43%
484,953 $8.93 Million
Q1 2020

May 11, 2020
SELL
$13.6 - $20.48 $717,196 - $1.08 Million
-52,735 Reduced 8.69%
553,800 $9.08 Million
Q4 2019

Feb 13, 2020
BUY
$19.72 - $20.07 $1.66 Million - $1.69 Million
84,253 Added 16.13%
606,535 $12.2 Million
Q3 2019

Nov 13, 2019
BUY
$19.37 - $19.84 $1.09 Million - $1.11 Million
56,061 Added 12.02%
522,282 $10.3 Million
Q2 2019

Aug 12, 2019
BUY
$19.06 - $19.39 $1.59 Million - $1.62 Million
83,646 Added 21.86%
466,221 $9.04 Million
Q1 2019

May 13, 2019
BUY
$17.98 - $19.09 $881,793 - $936,230
49,043 Added 14.7%
382,575 $7.29 Million
Q4 2018

Feb 13, 2019
SELL
$17.82 - $19.07 $85,286 - $91,269
-4,786 Reduced 1.41%
333,532 $5.99 Million
Q3 2018

Nov 13, 2018
BUY
$19.07 - $19.3 $1.55 Million - $1.57 Million
81,166 Added 31.56%
338,318 $6.46 Million
Q2 2018

Aug 13, 2018
SELL
$19.02 - $19.6 $98,333 - $101,332
-5,170 Reduced 1.97%
257,152 $4.9 Million
Q1 2018

May 14, 2018
BUY
$19.46 - $20.07 $588,937 - $607,398
30,264 Added 13.04%
262,322 $5.11 Million
Q1 2018

May 14, 2018
BUY
$19.46 - $20.07 $610,187 - $629,314
31,356 Added 15.62%
232,058 $5.11 Million
Q4 2017

Feb 12, 2018
BUY
$19.98 - $20.19 $926,132 - $935,867
46,353 Added 30.03%
200,702 $4.02 Million
Q3 2017

Nov 13, 2017
BUY
$20.07 - $20.08 $926,571 - $927,033
46,167 Added 42.68%
154,349 $3.1 Million
Q2 2017

Aug 10, 2017
BUY
N/A
108,182
108,182 $2.17 Million

Others Institutions Holding FPE

# of Institutions
486
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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