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

Jfs Wealth Advisors, LLC

$1.47 Billion
Q1 2025

A detailed history of Jfs Wealth Advisors, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 131 shares of FPE stock, worth $2,261. This represents 0.0% of its overall portfolio holdings.

Number of Shares

131

Holding current value

$2,261

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 22, 2025	BUY	$17.53 - $17.87 $2,296 - $2,340	131 New	131 $2,000

Others Institutions Holding FPE

# of Institutions

482

Shares Held

219M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

50.6M
Shares

$874 Million
0.06% of portfolio
Royal Bank Of Canada Toronto, A6

16.8M
Shares

$290 Million
0.06% of portfolio
Wells Fargo & Company San Francisco, CA

13.7M
Shares

$237 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

13M
Shares

$225 Million
0.1% of portfolio
Ubs Group Ag

9.53M
Shares

$164 Million
0.03% of portfolio

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About FIRST TR PFD SECS & INCOME ETF

Ticker FPE
Sector ETFs
Industry ETFs

More about FPE

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