Helium Advisors LLC First Tr Pfd Secs & Income ETF Transaction History

Helium Advisors LLC

  • $120 Billion
  • Q3 2025

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 15,061 shares of FPE stock, worth $275,616. This represents 0.23% of its overall portfolio holdings.

Number of Shares
15,061
Previous 14,572 3.36%
Holding current value
$275,616
Previous $259 Million 5.91%
% of portfolio
0.23%
Previous 0.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$17.81 - $18.39 $8,709 - $8,992
489 Added 3.36%
15,061 $275 Million
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

# of Institutions
493
Shares Held
245M
Call Options Held
10.2K
Put Options Held
0
View Full List

About FIRST TR PFD SECS & INCOME ETF

FPE Quotes by TradingView
  • Ticker FPE
  • Sector ETFs
  • Industry ETFs
More about FPE
Track This Portfolio

Track Helium Advisors LLC Portfolio

Follow Helium Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Helium Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email