A detailed history of Helium Advisors LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Helium Advisors LLC holds 14,572 shares of FPE stock, worth $266,667. This represents 0.16% of its overall portfolio holdings.

Number of Shares
14,572
Previous 15,362 5.14%
Holding current value
$266,667
Previous $270 Million 4.01%
% of portfolio
0.16%
Previous 0.2%

Shares

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

Aug 14, 2025

SELL
$16.93 - $17.81 $13,374 - $14,069
-790 Reduced 5.14%
14,572 $259 Million
Q1 2025

May 08, 2025

BUY
$17.53 - $17.87 $3,804 - $3,877
217 Added 1.43%
15,362 $270 Million
Q4 2024

Feb 18, 2025

BUY
$17.65 - $18.18 $267,309 - $275,336
15,145 New
15,145 $268 Million

Others Institutions Holding FPE

About FIRST TR PFD SECS & INCOME ETF


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