A detailed history of Fsb Premier Wealth Management, Inc. transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Fsb Premier Wealth Management, Inc. holds 22,030 shares of FPE stock, worth $393,015. This represents 0.17% of its overall portfolio holdings.

Number of Shares
22,030
Previous 21,961 0.31%
Holding current value
$393,015
Previous $381,000 4.46%
% of portfolio
0.17%
Previous 0.18%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$17.35 - $18.22 $1,197 - $1,257
69 Added 0.31%
22,030 $398,000
Q2 2024

Aug 02, 2024

SELL
$16.96 - $17.44 $18,248 - $18,765
-1,076 Reduced 4.67%
21,961 $381,000
Q1 2024

May 10, 2024

SELL
$16.74 - $17.43 $45,331 - $47,200
-2,708 Reduced 10.52%
23,037 $399,000
Q4 2023

Feb 08, 2024

BUY
$15.46 - $16.92 $1,097 - $1,201
71 Added 0.28%
25,745 $434,000
Q3 2023

Nov 14, 2023

BUY
$15.88 - $16.28 $603 - $618
38 Added 0.15%
25,674 $410,000
Q2 2023

Aug 11, 2023

SELL
$15.54 - $16.14 $23,574 - $24,484
-1,517 Reduced 5.59%
25,636 $409,000
Q1 2023

May 04, 2023

BUY
$15.34 - $18.23 $1,058 - $1,257
69 Added 0.25%
27,153 $433,000
Q4 2022

Feb 06, 2023

BUY
$16.29 - $17.16 $1,091 - $1,149
67 Added 0.25%
27,084 $455,000
Q3 2022

Nov 23, 2022

BUY
$16.66 - $18.32 $25,906 - $28,487
1,555 Added 6.11%
27,017 $451,000
Q2 2022

Aug 01, 2022

BUY
$17.23 - $19.08 $8,115 - $8,986
471 Added 1.88%
25,462 $438,000
Q1 2022

May 02, 2022

SELL
$18.67 - $20.32 $5,769 - $6,278
-309 Reduced 1.22%
24,991 $457,000
Q1 2022

Apr 14, 2022

SELL
$18.67 - $20.32 $145,644 - $158,516
-7,801 Reduced 23.57%
25,300 $481,000
Q4 2021

Feb 03, 2022

BUY
$20.14 - $20.56 $148,049 - $151,136
7,351 Added 28.55%
33,101 $672,000
Q3 2021

Feb 23, 2022

BUY
$20.5 - $20.75 $38,027 - $38,491
1,855 Added 7.76%
25,750 $528,000
Q2 2021

Feb 22, 2022

SELL
$20.22 - $20.6 $1.35 Million - $1.37 Million
-66,673 Reduced 73.62%
23,895 $492,000
Q1 2021

Feb 22, 2022

BUY
$19.95 - $20.37 $1,017 - $1,038
51 Added 0.06%
90,568 $1.82 Million
Q4 2020

Feb 16, 2022

BUY
$19.15 - $20.31 $1.73 Million - $1.84 Million
90,517 New
90,517 $1.83 Million

Others Institutions Holding FPE

About FIRST TR PFD SECS & INCOME ETF


  • Ticker FPE
  • Sector ETFs
  • Industry ETFs
More about FPE
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