Kcs Wealth Advisory First Tr ETF Iii Instl Pfd Sec Transaction History

Kcs Wealth Advisory

  • $224 Million
  • Q3 2023

A detailed history of Kcs Wealth Advisory transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Kcs Wealth Advisory holds 11,157 shares of FPEI stock, worth $210,421. This represents 0.08% of its overall portfolio holdings.

Number of Shares
11,157
Previous 14,787 24.55%
Holding current value
$210,421
Previous $249,000 24.5%
% of portfolio
0.08%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 02, 2023
SELL
$16.82 - $17.25 $61,056 - $62,617
-3,630 Reduced 24.55%
11,157 $188,000
Q2 2023

Jul 17, 2023
SELL
$16.43 - $16.99 $17,580 - $18,179
-1,070 Reduced 6.75%
14,787 $249,000
Q1 2023

Apr 17, 2023
BUY
$16.1 - $18.84 $255,297 - $298,745
15,857 New
15,857 $265,000

Others Institutions Holding FPEI

# of Institutions
167
Shares Held
59.2M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF III INSTL PFD SEC

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