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

Helium Advisors LLC

$126 Billion
Q4 2024

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 15,145 shares of FPE stock, worth $270,641. This represents 0.21% of its overall portfolio holdings.

Number of Shares

15,145

Holding current value

$270,641

% of portfolio

0.21%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

479

Shares Held

221M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

50.6M
Shares

$905 Million
0.06% of portfolio
Royal Bank Of Canada Toronto, A6

16.8M
Shares

$300 Million
0.06% of portfolio
Wells Fargo & Company San Francisco, CA

13.7M
Shares

$246 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

13M
Shares

$233 Million
0.1% of portfolio
Ubs Group Ag

9.53M
Shares

$170 Million
0.03% of portfolio

View Full List

About FIRST TR PFD SECS & INCOME ETF

Ticker FPE
Sector ETFs
Industry ETFs

More about FPE

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