Householder Group Estate & Retirement Specialist, LLC First Tr Pfd Secs & Income ETF Transaction History

Householder Group Estate & Retirement Specialist, LLC

$134 Million
Q4 2024

A detailed history of Householder Group Estate & Retirement Specialist, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Householder Group Estate & Retirement Specialist, LLC holds 15,470 shares of FPE stock, worth $274,747. This represents 0.2% of its overall portfolio holdings.

Number of Shares

15,470

Previous 15,185 1.88%

Holding current value

$274,747

Previous $274,000 0.36%

% of portfolio

0.2%

Previous 0.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$17.65 - $18.18 $5,030 - $5,181	285 Added 1.88%	15,470 $273,000
Q3 2024 Oct 18, 2024	BUY	$17.35 - $18.22 $6,853 - $7,196	395 Added 2.67%	15,185 $274,000
Q2 2024 Jul 17, 2024	BUY	$16.96 - $17.44 $14,382 - $14,789	848 Added 6.08%	14,790 $256,000
Q1 2024 May 03, 2024	BUY	$16.74 - $17.43 $232,183 - $241,754	13,870 Added 19263.89%	13,942 $241,000
Q4 2023 Jan 23, 2024	BUY	$15.46 - $16.92 $15 - $16	1 Added 1.41%	72 $1,000
Q3 2023 Oct 10, 2023	BUY	$15.88 - $16.28 $1,127 - $1,155	71 New	71 $1,000
Q3 2022 Oct 11, 2022	BUY	$16.66 - $18.32 $11,961 - $13,153	718 New	718 $11,000

Others Institutions Holding FPE

# of Institutions

444

Shares Held

194M

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 Householder Group Estate & Retirement Specialist, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Householder Group Estate & Retirement Specialist, LLC with notifications on news.

Account

Householder Group Estate & Retirement Specialist, LLC First Tr Pfd Secs & Income ETF Transaction History