Hb Wealth Management, LLC First Tr Pfd Secs & Income ETF Transaction History

Hb Wealth Management, LLC

  • $12.3 Billion
  • Q2 2025

A detailed history of Hb Wealth Management, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Hb Wealth Management, LLC holds 25,789 shares of FPE stock, worth $475,549. This represents 0.0% of its overall portfolio holdings.

Number of Shares
25,789
Previous 26,861 3.99%
Holding current value
$475,549
Previous $472,000 2.75%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
SELL
$16.93 - $17.81 $18,148 - $19,092
-1,072 Reduced 3.99%
25,789 $459,000
Q1 2025

May 07, 2025
BUY
$17.53 - $17.87 $2,051 - $2,090
117 Added 0.44%
26,861 $472,000
Q4 2024

Jan 15, 2025
BUY
$17.65 - $18.18 $472,031 - $486,205
26,744 New
26,744 $473,000

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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