A detailed history of Key Client Fiduciary Advisors, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Key Client Fiduciary Advisors, LLC holds 11,421 shares of FPE stock, worth $199,639. This represents 0.12% of its overall portfolio holdings.

Number of Shares
11,421
Previous 11,463 0.37%
Holding current value
$199,639
Previous $193,000 2.07%
% of portfolio
0.12%
Previous 0.12%

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
$16.41 - $17.16 $16,787 - $17,554
-1,023 Reduced 4.44%
22,037 $0
Q3 2022

Oct 12, 2022

SELL
$17.07 - $18.32 $118,858 - $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

About FIRST TR PFD SECS & INCOME ETF


  • Ticker FPE
  • Sector ETFs
  • Industry ETFs
More about FPE
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