Kerntke Otto Mc Glone Wealth Management Group First Tr Pfd Secs & Income ETF Transaction History

Kerntke Otto Mc Glone Wealth Management Group

$107 Million
Q2 2024

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 16, 2022	SELL	$18.67 - $20.32 $275,849 - $300,228	-14,775 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$20.14 - $20.56 $297,568 - $303,774	14,775 New	14,775 $300,000
Q3 2021 Nov 09, 2021	SELL	$20.5 - $20.75 $322,813 - $326,750	-15,747 Closed	0 $0
Q2 2021 Aug 04, 2021	BUY	$20.22 - $20.6 $3,376 - $3,440	167 Added 1.07%	15,747 $324,000
Q1 2021 May 14, 2021	BUY	$19.95 - $20.37 $3,630 - $3,707	182 Added 1.18%	15,580 $314,000
Q4 2020 Feb 12, 2021	BUY	$19.15 - $20.31 $3,446 - $3,655	180 Added 1.18%	15,398 $311,000
Q3 2020 Nov 12, 2020	BUY	$18.45 - $19.5 $3,487 - $3,685	189 Added 1.26%	15,218 $292,000
Q2 2020 Jul 31, 2020	BUY	$16.14 - $18.92 $3,453 - $4,048	214 Added 1.44%	15,029 $277,000
Q1 2020 Apr 27, 2020	SELL	$13.6 - $20.48 $29,498 - $44,421	-2,169 Reduced 12.77%	14,815 $243,000
Q4 2019 Feb 21, 2020	BUY	$19.72 - $20.07 $334,924 - $340,868	16,984 New	16,984 $341,000

Others Institutions Holding FPE

# of Institutions

445

Shares Held

192M

Call Options Held

Put Options Held

10K

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About FIRST TR PFD SECS & INCOME ETF

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