Etesian Wealth Advisors, Inc. First Tr Pfd Secs & Income ETF Transaction History

Etesian Wealth Advisors, Inc.

$226 Billion
Q4 2024

A detailed history of Etesian Wealth Advisors, Inc. transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Etesian Wealth Advisors, Inc. holds 128,995 shares of FPE stock, worth $2.3 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares

128,995

Previous 147,925 12.8%

Holding current value

$2.3 Million

Previous $2.68 Billion 14.72%

% of portfolio

1.01%

Previous 1.21%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$17.65 - $18.18 $334,114 - $344,147	-18,930 Reduced 12.8%	128,995 $2.28 Billion
Q3 2024 Oct 18, 2024	SELL	$17.35 - $18.22 $456,339 - $479,222	-26,302 Reduced 15.1%	147,925 $2.68 Billion
Q2 2024 Jul 25, 2024	SELL	$16.96 - $17.44 $221,870 - $228,150	-13,082 Reduced 6.98%	174,227 $3.02 Billion
Q1 2024 Apr 12, 2024	BUY	$16.74 - $17.43 $9,960 - $10,370	595 Added 0.32%	187,309 $3.24 Billion
Q4 2023 Jan 16, 2024	SELL	$15.46 - $16.92 $195,862 - $214,359	-12,669 Reduced 6.35%	186,714 $3.15 Billion
Q4 2023 Jan 12, 2024	SELL	$15.46 - $16.92 $195,862 - $214,359	-12,669 Reduced 6.35%	186,714 $3.15 Billion
Q3 2023 Jan 16, 2024	BUY	$15.88 - $16.28 $75,636 - $77,541	4,763 Added 2.45%	199,383 $3.18 Billion
Q3 2023 Oct 19, 2023	BUY	$15.88 - $16.28 $75,636 - $77,541	4,763 Added 2.45%	199,383 $3.18 Billion
Q2 2023 Jan 16, 2024	BUY	$15.54 - $16.14 $115,804 - $120,275	7,452 Added 3.98%	194,620 $3.11 Billion
Q2 2023 Oct 19, 2023	BUY	$15.54 - $16.14 $115,804 - $120,275	7,452 Added 3.98%	194,620 $3.11 Billion
Q1 2023 Jan 16, 2024	BUY	$15.34 - $18.23 $561,582 - $667,382	36,609 Added 24.32%	187,168 $2.99 Billion
Q1 2023 Oct 19, 2023	BUY	$15.34 - $18.23 $561,582 - $667,382	36,609 Added 24.32%	187,168 $2.99 Billion
Q4 2022 Jan 16, 2024	SELL	$16.29 - $17.16 $588,964 - $620,419	-36,155 Reduced 19.36%	150,559 $2.53 Billion
Q4 2022 Oct 19, 2023	BUY	$16.29 - $17.16 $2.45 Million - $2.58 Million	150,559 New	150,559 $2.53 Billion

Others Institutions Holding FPE

# of Institutions

463

Shares Held

205M

Call Options Held

Put Options Held

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About FIRST TR PFD SECS & INCOME ETF

Ticker FPE
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Industry ETFs

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Etesian Wealth Advisors, Inc. First Tr Pfd Secs & Income ETF Transaction History