Key Client Fiduciary Advisors, LLC First Tr ETF Iii Instl Pfd Sec Transaction History

Key Client Fiduciary Advisors, LLC

$196 Million
Q1 2025

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 15, 2024	BUY	$17.7 - $18.26 $230 - $237	13 Added 0.06%	21,921 $399,000
Q4 2023 Jan 09, 2024	BUY	$16.46 - $17.9 $181 - $196	11 Added 0.05%	21,908 $390,000
Q3 2023 Nov 14, 2023	BUY	$16.82 - $17.25 $168 - $172	10 Added 0.05%	21,897 $369,000
Q2 2023 Jul 13, 2023	BUY	$16.43 - $16.99 $180 - $186	11 Added 0.05%	21,887 $368,000
Q1 2023 Apr 25, 2023	SELL	$16.1 - $18.84 $55,545 - $64,998	-3,450 Reduced 13.62%	21,876 $366,000
Q4 2022 Jan 17, 2023	SELL	$17.15 - $18.04 $117,837 - $123,952	-6,871 Reduced 21.34%	25,326 $0
Q3 2022 Oct 12, 2022	BUY	$17.15 - $18.66 $6,139 - $6,680	358 Added 1.12%	32,197 $552,000
Q2 2022 Jul 19, 2022	SELL	$17.72 - $19.46 $1.06 Million - $1.17 Million	-60,092 Reduced 65.37%	31,839 $564,000
Q1 2022 Apr 18, 2022	BUY	$19.06 - $20.42 $35,394 - $37,919	1,857 Added 2.06%	91,931 $1.78 Million
Q4 2021 Mar 01, 2022	BUY	$20.26 - $20.68 $1.82 Million - $1.86 Million	90,074 New	90,074 $1.84 Million

Others Institutions Holding FPEI

# of Institutions

193

Shares Held

67.2M

Call Options Held

0

Put Options Held

0

About FIRST TR ETF III INSTL PFD SEC

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