Key Client Fiduciary Advisors, LLC First Tr Pfd Secs & Income ETF Transaction History

Key Client Fiduciary Advisors, LLC

$201 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 15, 2024	SELL	$16.74 - $17.43 $703 - $732	-42 Reduced 0.37%	11,421 $197,000
Q4 2023 Jan 09, 2024	SELL	$15.46 - $16.92 $4,730 - $5,177	-306 Reduced 2.6%	11,463 $193,000
Q3 2023 Nov 14, 2023	SELL	$15.88 - $16.28 $91,421 - $93,723	-5,757 Reduced 32.85%	11,769 $187,000
Q2 2023 Jul 13, 2023	SELL	$15.54 - $16.14 $4,895 - $5,084	-315 Reduced 1.77%	17,526 $279,000
Q1 2023 Apr 25, 2023	SELL	$15.34 - $18.23 $64,366 - $76,493	-4,196 Reduced 19.04%	17,841 $284,000
Q4 2022 Jan 17, 2023	SELL	$16.29 - $17.16 $16,664 - $17,554	-1,023 Reduced 4.44%	22,037 $0
Q3 2022 Oct 12, 2022	SELL	$16.66 - $18.32 $116,003 - $127,562	-6,963 Reduced 23.19%	23,060 $385,000
Q2 2022 Jul 19, 2022	SELL	$17.23 - $19.08 $227,711 - $252,161	-13,216 Reduced 30.56%	30,023 $517,000
Q1 2022 Apr 18, 2022	BUY	$18.67 - $20.32 $474,274 - $516,188	25,403 Added 142.43%	43,239 $822,000
Q4 2021 Mar 01, 2022	BUY	$20.14 - $20.56 $359,217 - $366,708	17,836 New	17,836 $362,000

Others Institutions Holding FPE

# of Institutions

440

Shares Held

195M

Call Options Held

0

Put Options Held

0

About FIRST TR PFD SECS & INCOME ETF

Ticker FPE
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Key Client Fiduciary Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Key Client Fiduciary Advisors, LLC with notifications on news.