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

Hcr Wealth Advisors

$940 Million
Q3 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 997,625 shares of FPE stock, worth $18.3 Million. This represents 1.94% of its overall portfolio holdings.

Number of Shares

997,625

Previous 952,756 4.71%

Holding current value

$18.3 Million

Previous $17 Million 7.29%

% of portfolio

1.94%

Previous 2.03%

34 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 03, 2025	BUY	$17.81 - $18.39 $799,116 - $825,140	44,869 Added 4.71%	997,625 $18.2 Million
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

493

Shares Held

245M

Call Options Held

10.2K

Put Options Held

View Full List

About FIRST TR PFD SECS & INCOME ETF

Ticker FPE
Sector ETFs
Industry ETFs

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