Empirical Financial Services, LLC D.B.A. Empirical Wealth Management First Tr ETF Iii Instl Pfd Sec Transaction History

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

  • $3.85 Billion
  • Q1 2025

A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 72,097 shares of FPEI stock, worth $1.35 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
72,097
Previous 80,547 10.49%
Holding current value
$1.35 Million
Previous $1.51 Million 10.49%
% of portfolio
0.04%
Previous 0.04%

Shares

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

May 08, 2025
SELL
$18.54 - $18.88 $156,663 - $159,536
-8,450 Reduced 10.49%
72,097 $1.35 Million
Q4 2024

Jan 21, 2025
BUY
$18.62 - $19.05 $1,452 - $1,485
78 Added 0.1%
80,547 $1.51 Million
Q3 2024

Oct 31, 2024
SELL
$18.36 - $19.08 $28,458 - $29,573
-1,550 Reduced 1.89%
80,469 $1.53 Million
Q2 2024

Aug 09, 2024
SELL
$17.91 - $18.43 $87,042 - $89,569
-4,860 Reduced 5.59%
82,019 $1.51 Million
Q1 2024

May 06, 2024
BUY
$17.7 - $18.26 $33,205 - $34,255
1,876 Added 2.21%
86,879 $1.58 Million
Q4 2023

Feb 06, 2024
SELL
$16.46 - $17.9 $16,953 - $18,437
-1,030 Reduced 1.2%
85,003 $1.52 Million
Q3 2023

Nov 02, 2023
BUY
$16.82 - $17.25 $161,455 - $165,582
9,599 Added 12.56%
86,033 $1.45 Million
Q2 2023

Aug 11, 2023
BUY
$16.43 - $16.99 $212,012 - $219,238
12,904 Added 20.31%
76,434 $1.29 Million
Q1 2023

May 09, 2023
BUY
$16.1 - $18.84 $72,611 - $84,968
4,510 Added 7.64%
63,530 $1.06 Million
Q4 2022

Feb 07, 2023
BUY
$17.15 - $18.04 $335,368 - $352,772
19,555 Added 49.55%
59,020 $1.05 Million
Q3 2022

Nov 02, 2022
SELL
$17.15 - $18.66 $375,070 - $408,094
-21,870 Reduced 35.66%
39,465 $677,000
Q2 2022

Aug 02, 2022
BUY
$17.72 - $19.46 $340,383 - $373,807
19,209 Added 45.6%
61,335 $1.09 Million
Q1 2022

May 13, 2022
BUY
$19.06 - $20.42 $172,321 - $184,617
9,041 Added 27.33%
42,126 $817,000
Q4 2021

Feb 14, 2022
SELL
$20.26 - $20.68 $58,754 - $59,972
-2,900 Reduced 8.06%
33,085 $675,000
Q3 2021

Nov 02, 2021
SELL
$20.65 - $20.85 $5,162 - $5,212
-250 Reduced 0.69%
35,985 $743,000
Q2 2021

Aug 12, 2021
BUY
$20.31 - $20.67 $10,459 - $10,645
515 Added 1.44%
36,235 $749,000
Q1 2021

May 17, 2021
SELL
$20.13 - $20.61 $200,796 - $205,584
-9,975 Reduced 21.83%
35,720 $724,000
Q4 2020

Feb 12, 2021
SELL
$19.35 - $20.41 $45,472 - $47,963
-2,350 Reduced 4.89%
45,695 $931,000
Q3 2020

Nov 12, 2020
SELL
$18.78 - $19.69 $2,253 - $2,362
-120 Reduced 0.25%
48,045 $931,000
Q2 2020

Aug 12, 2020
BUY
$16.41 - $18.98 $296,446 - $342,873
18,065 Added 60.02%
48,165 $907,000
Q1 2020

May 11, 2020
BUY
$14.8 - $20.49 $445,480 - $616,749
30,100 New
30,100 $509,000

Others Institutions Holding FPEI

# of Institutions
194
Shares Held
69.2M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF III INSTL PFD SEC

FPEI Quotes by TradingView
  • Ticker FPEI
  • Sector ETFs
  • Industry ETFs
More about FPEI
Track This Portfolio

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

Follow Empirical Financial Services, LLC D.B.A. Empirical Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Empirical Financial Services, LLC D.B.A. Empirical Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email