Icon Wealth Advisors, LLC First Tr Pfd Secs & Income ETF Transaction History

Icon Wealth Advisors, LLC

$1.18 Billion
Q1 2025

A detailed history of Icon Wealth Advisors, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 161,628 shares of FPE stock, worth $2.89 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

161,628

Previous 159,945 1.05%

Holding current value

$2.89 Million

Previous $2.83 Million 0.42%

% of portfolio

0.24%

Previous 0.24%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$17.53 - $17.87 $29,502 - $30,075	1,683 Added 1.05%	161,628 $2.84 Million
Q4 2024 Feb 14, 2025	SELL	$17.65 - $18.18 $51,590 - $53,140	-2,923 Reduced 1.79%	159,945 $2.83 Million
Q3 2024 Nov 14, 2024	BUY	$17.35 - $18.22 $1.8 Million - $1.89 Million	103,736 Added 175.43%	162,868 $2.95 Million
Q3 2024 Nov 12, 2024	SELL	$17.35 - $18.22 $1.9 Million - $2 Million	-109,662 Reduced 64.97%	59,132 $1.07 Million
Q2 2024 Aug 14, 2024	BUY	$16.96 - $17.44 $277,855 - $285,719	16,383 Added 10.75%	168,794 $2.93 Million
Q1 2024 May 15, 2024	SELL	$16.74 - $17.43 $293,703 - $305,809	-17,545 Reduced 10.32%	152,411 $2.64 Million
Q4 2023 Feb 14, 2024	BUY	$15.46 - $16.92 $855,556 - $936,352	55,340 Added 48.28%	169,956 $2.87 Million
Q4 2022 Feb 14, 2023	SELL	$16.29 - $17.16 $195,105 - $205,525	-11,977 Reduced 9.46%	114,616 $1.93 Million
Q3 2022 Jan 25, 2023	BUY	$16.66 - $18.32 $2.11 Million - $2.32 Million	126,593 New	126,593 $2.11 Million

Others Institutions Holding FPE

# of Institutions

488

Shares Held

230M

Call Options Held

Put Options Held

3.11K

View Full List

About FIRST TR PFD SECS & INCOME ETF

Ticker FPE
Sector ETFs
Industry ETFs

More about FPE

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Icon Wealth Advisors, LLC First Tr Pfd Secs & Income ETF Transaction History