Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jul 17, 2024

SELL
$16.29 - $17.16 $16 - $17
-1 Closed
0 $0
Q3 2022

Jul 17, 2024

BUY
$16.66 - $18.32 $16 - $18
1 New
1 $14,000
Q2 2022

Jul 17, 2024

SELL
$17.23 - $19.08 $25,621 - $28,371
-1,487 Closed
0 $0
Q1 2022

Jul 17, 2024

SELL
$18.67 - $20.32 $93 - $101
-5 Reduced 0.34%
1,487 $28.3 Million
Q4 2021

Jul 17, 2024

SELL
$20.14 - $20.56 $40 - $41
-2 Reduced 0.13%
1,492 $30.3 Million
Q3 2021

Jul 17, 2024

SELL
$20.5 - $20.75 $394,194 - $399,001
-19,229 Reduced 92.79%
1,494 $30.7 Million
Q2 2021

Jul 17, 2024

BUY
$20.22 - $20.6 $404,865 - $412,473
20,023 Added 2860.43%
20,723 $1.01 Million
Q1 2021

Jul 17, 2024

BUY
$19.95 - $20.37 $19 - $20
1 Added 0.14%
700 $14.1 Million
Q4 2020

Jul 17, 2024

BUY
$19.15 - $20.31 $13,385 - $14,196
699 New
699 $14.1 Million

Others Institutions Holding FPE

About FIRST TR PFD SECS & INCOME ETF


  • Ticker FPE
  • Sector ETFs
  • Industry ETFs
More about FPE
Track This Portfolio

Track Kelly Financial Services LLC Portfolio

Follow Kelly Financial Services LLC 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 Kelly Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kelly Financial Services LLC with notifications on news.