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

Icon Wealth Advisors, LLC

  • $1.07 Billion
  • Q1 2024

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 152,411 shares of FPE stock, worth $2.65 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
152,411
Previous 169,956 10.32%
Holding current value
$2.65 Million
Previous $2.87 Million 7.89%
% of portfolio
0.25%
Previous 0.3%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$16.41 - $17.16 $196,542 - $205,525
-11,977 Reduced 9.46%
114,616 $1.93 Million
Q3 2022

Jan 25, 2023
BUY
$17.07 - $18.32 $2.16 Million - $2.32 Million
126,593 New
126,593 $2.11 Million

Others Institutions Holding FPE

# of Institutions
425
Shares Held
187M
Call Options Held
2K
Put Options Held
20.1K
View Full List

About FIRST TR PFD SECS & INCOME ETF

FPE Quotes by TradingView
  • Ticker FPE
  • Sector ETFs
  • Industry ETFs
More about FPE
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