A detailed history of Golden State Wealth Management, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 122,394 shares of FPE stock, worth $2.12 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
122,394
Previous 244,762 49.99%
Holding current value
$2.12 Million
Previous $4.31 Million 49909.45%
% of portfolio
0.32%
Previous 0.32%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025

SELL
$17.53 - $17.87 $2.15 Million - $2.19 Million
-122,368 Reduced 49.99%
122,394 $2.15 Billion
Q1 2025

Apr 23, 2025

BUY
$17.53 - $17.87 $2.64 Million - $2.7 Million
150,821 Added 160.55%
244,762 $4.31 Million
Q4 2024

Jan 28, 2025

BUY
$17.65 - $18.18 $1.66 Million - $1.71 Million
93,941 New
93,941 $1.66 Billion
Q4 2020

Jan 28, 2021

SELL
$19.15 - $20.31 $151,878 - $161,078
-7,931 Closed
0 $0
Q3 2020

Nov 12, 2020

BUY
$18.45 - $19.5 $146,326 - $154,654
7,931 New
7,931 $152,000
Q2 2020

Aug 11, 2020

SELL
$16.14 - $18.92 $186,110 - $218,166
-11,531 Closed
0 $0
Q1 2020

Apr 17, 2020

BUY
$13.6 - $20.48 $156,821 - $236,154
11,531 New
11,531 $189,000

Others Institutions Holding FPE

About FIRST TR PFD SECS & INCOME ETF


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