Guardian Wealth Advisors, LLC First Tr Pfd Secs & Income ETF Transaction History

Guardian Wealth Advisors, LLC

$1.16 Billion
Q1 2025

A detailed history of Guardian Wealth Advisors, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 25,095 shares of FPE stock, worth $448,698. This represents 0.04% of its overall portfolio holdings.

Number of Shares

25,095

Previous 25,095 -0.0%

Holding current value

$448,698

Previous $444,000 0.68%

% of portfolio

0.04%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$17.35 - $18.22 $42,507 - $44,639	-2,450 Reduced 8.89%	25,095 $454,000
Q2 2024 Aug 14, 2024	BUY	$16.96 - $17.44 $7,089 - $7,289	418 Added 1.54%	27,545 $478,000
Q2 2023 Aug 14, 2023	SELL	$15.54 - $16.14 $6,449 - $6,698	-415 Reduced 1.51%	27,127 $433,000
Q4 2022 Feb 14, 2023	SELL	$16.29 - $17.16 $16,697 - $17,589	-1,025 Reduced 3.59%	27,542 $462,000
Q3 2022 Nov 14, 2022	SELL	$16.66 - $18.32 $4,898 - $5,386	-294 Reduced 1.02%	28,567 $477,000
Q2 2022 Aug 15, 2022	BUY	$17.23 - $19.08 $17,230 - $19,080	1,000 Added 3.59%	28,861 $497,000
Q4 2021 May 16, 2022	BUY	$20.14 - $20.56 $561,120 - $572,822	27,861 New	27,861 $566,000

Others Institutions Holding FPE

# of Institutions

486

Shares Held

230M

Call Options Held

Put Options Held

3.11K

View Full List

About FIRST TR PFD SECS & INCOME ETF

Ticker FPE
Sector ETFs
Industry ETFs

More about FPE

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Guardian Wealth Advisors, LLC First Tr Pfd Secs & Income ETF Transaction History