Falcon Wealth Planning First Tr Pfd Secs & Income ETF Transaction History

Falcon Wealth Planning

  • $889 Million
  • Q2 2025

A detailed history of Falcon Wealth Planning transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Falcon Wealth Planning holds 1,198,926 shares of FPE stock, worth $21.4 Million. This represents 2.4% of its overall portfolio holdings.

Number of Shares
1,198,926
Previous 1,138,468 5.31%
Holding current value
$21.4 Million
Previous $20 Million 6.57%
% of portfolio
2.4%
Previous 2.48%

Shares

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

Jul 16, 2025
BUY
$16.93 - $17.81 $1.02 Million - $1.08 Million
60,458 Added 5.31%
1,198,926 $21.3 Million
Q1 2025

Apr 24, 2025
BUY
$17.53 - $17.87 $972,862 - $991,731
55,497 Added 5.12%
1,138,468 $20 Million
Q4 2024

Jan 22, 2025
BUY
$17.65 - $18.18 $19.1 Million - $19.7 Million
1,082,971 New
1,082,971 $19.2 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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