Independent Wealth Network Inc. First Tr Pfd Secs & Income ETF Transaction History

Independent Wealth Network Inc.

  • $257 Million
  • Q2 2025

A detailed history of Independent Wealth Network Inc. transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Independent Wealth Network Inc. holds 116,743 shares of FPE stock, worth $2.09 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares
116,743
Previous 114,622 1.85%
Holding current value
$2.09 Million
Previous $2.02 Million 3.08%
% of portfolio
0.81%
Previous 0.85%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
BUY
$16.93 - $17.81 $35,908 - $37,775
2,121 Added 1.85%
116,743 $2.08 Million
Q1 2025

May 02, 2025
BUY
$17.53 - $17.87 $106,880 - $108,953
6,097 Added 5.62%
114,622 $2.02 Million
Q4 2024

Jan 17, 2025
BUY
$17.65 - $18.18 $10,007 - $10,308
567 Added 0.53%
108,525 $1.92 Million
Q3 2024

Oct 15, 2024
BUY
$17.35 - $18.22 $38,829 - $40,776
2,238 Added 2.12%
107,958 $1.95 Million
Q2 2024

Jul 18, 2024
BUY
$16.96 - $17.44 $21,454 - $22,061
1,265 Added 1.21%
105,720 $1.84 Million
Q1 2024

May 20, 2024
BUY
$16.74 - $17.43 $1.2 Million - $1.25 Million
71,760 Added 219.48%
104,455 $1.81 Million
Q1 2024

Apr 11, 2024
SELL
$16.74 - $17.43 $1.22 Million - $1.27 Million
-72,993 Reduced 69.06%
32,695 $566,000
Q4 2023

Jan 12, 2024
BUY
$15.46 - $16.92 $153,162 - $167,626
9,907 Added 10.34%
105,688 $1.78 Million
Q3 2023

Oct 11, 2023
BUY
$15.88 - $16.28 $40,366 - $41,383
2,542 Added 2.73%
95,781 $1.53 Million
Q2 2023

Jul 12, 2023
SELL
$15.54 - $16.14 $73,846 - $76,697
-4,752 Reduced 4.85%
93,239 $1.49 Million
Q1 2023

Apr 18, 2023
BUY
$15.34 - $18.23 $38,518 - $45,775
2,511 Added 2.63%
97,991 $1.56 Million
Q4 2022

Jan 25, 2023
BUY
$16.29 - $17.16 $32,042 - $33,753
1,967 Added 2.1%
95,480 $0
Q3 2022

Oct 17, 2022
BUY
$16.66 - $18.32 $181,610 - $199,706
10,901 Added 13.2%
93,513 $1.56 Million
Q2 2022

Jul 26, 2022
BUY
$17.23 - $19.08 $86,718 - $96,029
5,033 Added 6.49%
82,612 $1.42 Million
Q1 2022

Apr 20, 2022
BUY
$18.67 - $20.32 $52,294 - $56,916
2,801 Added 3.75%
77,579 $1.48 Million
Q4 2021

Feb 10, 2022
SELL
$20.14 - $20.56 $8,821 - $9,005
-438 Reduced 0.58%
74,778 $1.52 Million
Q3 2021

Nov 04, 2021
BUY
$20.5 - $20.75 $1.54 Million - $1.56 Million
75,216 New
75,216 $1.54 Million

Others Institutions Holding FPE

# of Institutions
486
Shares Held
230M
Call Options Held
0
Put Options Held
3.11K
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 Independent Wealth Network Inc. Portfolio

Follow Independent Wealth Network Inc. 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 Independent Wealth Network Inc., based on Form 13F filings with the SEC.

News

Stay updated on Independent Wealth Network Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email