Glass Jacobson Investment Advisors LLC First Tr Pfd Secs & Income ETF Transaction History
Glass Jacobson Investment Advisors LLC
- $260 Billion
- Q2 2025
A detailed history of Glass Jacobson Investment Advisors LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Glass Jacobson Investment Advisors LLC holds 359,087 shares of FPE stock, worth $6.56 Million. This represents 2.46% of its overall portfolio holdings.
Number of Shares
359,087
Previous 344,840
4.13%
Holding current value
$6.56 Million
Previous $6.1 Billion
4.72%
% of portfolio
2.46%
Previous 2.0%
Shares
9 transactions
Others Institutions Holding FPE
# of Institutions
497Shares Held
243MCall Options Held
0Put Options Held
10K-
Morgan Stanley New York, NY51.4MShares$940 Million0.06% of portfolio
-
Royal Bank Of Canada Toronto, A621.9MShares$401 Million0.07% of portfolio
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Wells Fargo & Company San Francisco, CA14.6MShares$268 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC13.8MShares$253 Million0.09% of portfolio
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Ubs Group Ag10.2MShares$187 Million0.03% of portfolio