A detailed history of Integrated Wealth Concepts LLC transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 10,273 shares of FPEI stock, worth $199,809. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,273
Previous 12,750 19.43%
Holding current value
$199,809
Previous $238,000 18.07%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 14, 2025

SELL
$17.99 - $18.99 $44,561 - $47,038
-2,477 Reduced 19.43%
10,273 $195,000
Q1 2025

May 15, 2025

BUY
$18.54 - $18.88 $236,385 - $240,720
12,750 New
12,750 $238,000

Others Institutions Holding FPEI

About FIRST TR ETF III INSTL PFD SEC


  • Ticker FPEI
  • Sector ETFs
  • Industry ETFs
More about FPEI
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