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

Independent Wealth Network Inc.

$218 Million
Q3 2024

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 107,958 shares of FPE stock, worth $1.91 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares

107,958

Previous 105,720 2.12%

Holding current value

$1.91 Million

Previous $1.84 Million 6.49%

% of portfolio

0.9%

Previous 0.88%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

440

Shares Held

195M

Call Options Held

Put Options Held

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About FIRST TR PFD SECS & INCOME ETF

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