Hcr Wealth Advisors First Tr Pfd Secs & Income ETF Transaction History

Hcr Wealth Advisors

$835 Million
Q2 2025

A detailed history of Hcr Wealth Advisors transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Hcr Wealth Advisors holds 952,756 shares of FPE stock, worth $17.1 Million. This represents 2.03% of its overall portfolio holdings.

Number of Shares

952,756

Previous 927,396 2.73%

Holding current value

$17.1 Million

Previous $16.3 Million 3.97%

% of portfolio

2.03%

Previous 2.15%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	BUY	$16.93 - $17.81 $429,344 - $451,661	25,360 Added 2.73%	952,756 $17 Million
Q1 2025 Apr 21, 2025	BUY	$17.53 - $17.87 $1.34 Million - $1.36 Million	76,216 Added 8.95%	927,396 $16.3 Million
Q4 2024 Jan 14, 2025	SELL	$17.65 - $18.18 $547,538 - $563,979	-31,022 Reduced 3.52%	851,180 $15.1 Million
Q3 2024 Oct 10, 2024	BUY	$17.35 - $18.22 $123,132 - $129,307	7,097 Added 0.81%	882,202 $16 Million
Q2 2024 Aug 06, 2024	SELL	$16.96 - $17.44 $109,917 - $113,028	-6,481 Reduced 0.74%	875,105 $15.2 Million
Q1 2024 May 10, 2024	SELL	$16.74 - $17.43 $712,353 - $741,716	-42,554 Reduced 4.6%	881,586 $15.3 Million
Q4 2023 Feb 09, 2024	BUY	$15.46 - $16.92 $2.54 Million - $2.77 Million	163,975 Added 21.57%	924,140 $15.6 Million
Q3 2023 Oct 20, 2023	SELL	$15.88 - $16.28 $508,731 - $521,546	-32,036 Reduced 4.04%	760,165 $12.1 Million
Q2 2023 Aug 09, 2023	SELL	$15.54 - $16.14 $24,009 - $24,936	-1,545 Reduced 0.19%	792,201 $12.7 Million
Q1 2023 May 12, 2023	SELL	$15.34 - $18.23 $383,085 - $455,257	-24,973 Reduced 3.05%	793,746 $12.7 Million
Q4 2022 Feb 13, 2023	SELL	$16.29 - $17.16 $597,109 - $628,999	-36,655 Reduced 4.29%	818,719 $13.8 Million
Q3 2022 Nov 07, 2022	SELL	$16.66 - $18.32 $208,899 - $229,714	-12,539 Reduced 1.44%	855,374 $14.3 Million
Q2 2022 Aug 12, 2022	SELL	$17.23 - $19.08 $524,946 - $581,310	-30,467 Reduced 3.39%	867,913 $15 Million
Q1 2022 May 05, 2022	BUY	$18.67 - $20.32 $1.46 Million - $1.59 Million	78,435 Added 9.57%	898,380 $17.1 Million
Q4 2021 Feb 04, 2022	SELL	$20.14 - $20.56 $269,996 - $275,627	-13,406 Reduced 1.61%	819,945 $16.7 Million
Q3 2021 Nov 02, 2021	BUY	$20.5 - $20.75 $905,587 - $916,631	44,175 Added 5.6%	833,351 $17.1 Million
Q2 2021 Jul 21, 2021	SELL	$20.22 - $20.6 $131,005 - $133,467	-6,479 Reduced 0.81%	789,176 $16.3 Million
Q1 2021 May 13, 2021	SELL	$19.95 - $20.37 $1.09 Million - $1.12 Million	-54,787 Reduced 6.44%	795,655 $16 Million
Q4 2020 Feb 04, 2021	BUY	$19.15 - $20.31 $358,468 - $380,182	18,719 Added 2.25%	850,442 $17.2 Million
Q3 2020 Nov 05, 2020	BUY	$18.45 - $19.5 $2.74 Million - $2.89 Million	148,338 Added 21.71%	831,723 $16 Million
Q2 2020 Jul 30, 2020	SELL	$16.14 - $18.92 $208,254 - $244,124	-12,903 Reduced 1.85%	683,385 $12.7 Million
Q1 2020 May 08, 2020	SELL	$13.6 - $20.48 $43,792 - $65,945	-3,220 Reduced 0.46%	696,288 $11.4 Million
Q4 2019 Feb 07, 2020	BUY	$19.72 - $20.07 $12.3 Million - $12.5 Million	623,206 Added 816.76%	699,508 $14 Million
Q3 2019 Nov 07, 2019	BUY	$19.37 - $19.84 $8,038 - $8,233	415 Added 0.55%	76,302 $1.52 Million
Q2 2019 Jul 25, 2019	SELL	$19.06 - $19.39 $9.81 Million - $9.98 Million	-514,523 Reduced 87.15%	75,887 $1.47 Million
Q1 2019 May 10, 2019	SELL	$17.98 - $19.09 $11.8 Million - $12.5 Million	-654,871 Reduced 52.59%	590,410 $11.3 Million
Q4 2018 Jan 31, 2019	SELL	$17.82 - $19.07 $250,281 - $267,838	-14,045 Reduced 1.12%	1,245,281 $22.4 Million
Q3 2018 Nov 09, 2018	BUY	$19.07 - $19.3 $21.6 Million - $21.9 Million	1,132,895 Added 896.06%	1,259,326 $23.7 Million
Q2 2018 Aug 14, 2018	SELL	$19.02 - $19.6 $22.6 Million - $23.3 Million	-1,187,848 Reduced 90.38%	126,431 $2.44 Million
Q1 2018 May 15, 2018	BUY	$19.46 - $20.07 $698,575 - $720,472	35,898 Added 2.81%	1,314,279 $25.6 Million
Q4 2017 Feb 13, 2018	BUY	$19.98 - $20.19 $23.2 Million - $23.4 Million	1,159,767 Added 977.77%	1,278,381 $25.6 Million
Q3 2017 Nov 13, 2017	BUY	$20.07 - $20.08 $216,033 - $216,141	10,764 Added 9.98%	118,614 $2.38 Million
Q2 2017 Aug 15, 2017	BUY	N/A	107,850	107,850 $2.16 Million

Others Institutions Holding FPE

# of Institutions

492

Shares Held

232M

Call Options Held

Put Options Held

View Full List

About FIRST TR PFD SECS & INCOME ETF

Ticker FPE
Sector ETFs
Industry ETFs

More about FPE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Hcr Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Hcr Wealth Advisors with notifications on news.

Account

Hcr Wealth Advisors First Tr Pfd Secs & Income ETF Transaction History