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

Falcon Wealth Planning

  • $1 Billion
  • Q3 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 1,275,937 shares of FPE stock, worth $23.5 Million. This represents 2.32% of its overall portfolio holdings.

Number of Shares
1,275,937
Previous 1,198,926 6.42%
Holding current value
$23.5 Million
Previous $21.3 Million 9.06%
% of portfolio
2.32%
Previous 2.4%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 10, 2025
BUY
$17.81 - $18.39 $1.37 Million - $1.42 Million
77,011 Added 6.42%
1,275,937 $23.3 Million
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
497
Shares Held
243M
Call Options Held
0
Put Options Held
10K
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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