A detailed history of Kingsview Wealth Management, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 99,346 shares of FPE stock, worth $1.79 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
99,346
Previous 88,756 11.93%
Holding current value
$1.79 Million
Previous $1.54 Million 12.17%
% of portfolio
0.04%
Previous 0.04%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$16.96 - $17.44 $179,606 - $184,689
10,590 Added 11.93%
99,346 $1.72 Million
Q1 2024

May 09, 2024

SELL
$16.74 - $17.43 $12,806 - $13,333
-765 Reduced 0.85%
88,756 $1.54 Million
Q4 2023

Feb 08, 2024

SELL
$15.46 - $16.92 $2.68 Million - $2.94 Million
-173,494 Reduced 65.96%
89,521 $1.51 Million
Q3 2023

Nov 07, 2023

BUY
$15.88 - $16.28 $63,615 - $65,217
4,006 Added 1.55%
263,015 $4.2 Million
Q2 2023

Aug 10, 2023

BUY
$15.54 - $16.14 $932,244 - $968,238
59,990 Added 30.14%
259,009 $4.14 Million
Q1 2023

May 15, 2023

BUY
$15.34 - $18.23 $399,254 - $474,472
26,027 Added 15.05%
199,019 $3.18 Million
Q4 2022

Feb 13, 2023

BUY
$16.29 - $17.16 $100,427 - $105,791
6,165 Added 3.7%
172,992 $2.91 Million
Q3 2022

Nov 14, 2022

BUY
$16.66 - $18.32 $591,463 - $650,396
35,502 Added 27.03%
166,827 $2.79 Million
Q2 2022

Aug 16, 2022

BUY
$17.23 - $19.08 $500,514 - $554,254
29,049 Added 28.4%
131,325 $2.26 Million
Q1 2022

Feb 08, 2024

BUY
$18.67 - $20.32 $616,072 - $670,519
32,998 Added 36.86%
122,519 $2.33 Million
Q4 2021

Feb 17, 2022

BUY
$20.14 - $20.56 $122,269 - $124,819
6,071 Added 6.31%
102,276 $2.08 Million
Q3 2021

Dec 03, 2021

BUY
$20.5 - $20.75 $1.57 Million - $1.59 Million
76,516 Added 388.62%
96,205 $1.98 Million
Q2 2021

Aug 17, 2021

BUY
$20.22 - $20.6 $48,325 - $49,234
2,390 Added 13.82%
19,689 $406,000
Q1 2021

May 24, 2021

SELL
$19.95 - $20.37 $339,449 - $346,595
-17,015 Reduced 49.59%
17,299 $350,000
Q4 2020

Feb 16, 2021

BUY
$19.15 - $20.31 $31,865 - $33,795
1,664 Added 5.1%
34,314 $693,000
Q3 2020

Nov 19, 2020

BUY
$18.45 - $19.5 $8,487 - $8,970
460 Added 1.43%
32,650 $626,000
Q2 2020

Aug 14, 2020

BUY
$16.14 - $18.92 $106,959 - $125,382
6,627 Added 25.92%
32,190 $593,000
Q1 2020

May 11, 2020

SELL
$13.6 - $20.48 $382,037 - $575,303
-28,091 Reduced 52.36%
25,563 $419,000
Q4 2019

Jan 31, 2020

BUY
$19.72 - $20.07 $634,214 - $645,471
32,161 Added 149.63%
53,654 $1.08 Million
Q4 2019

Jan 30, 2020

BUY
$19.72 - $20.07 $119,976 - $122,105
6,084 Added 39.48%
21,493 $430,000
Q3 2019

Jan 29, 2020

BUY
$19.37 - $19.84 $298,472 - $305,714
15,409 New
15,409 $304,000
Q4 2018

Jan 29, 2020

SELL
$17.82 - $19.07 $447,246 - $478,618
-25,098 Closed
0 $0
Q3 2018

Jan 29, 2020

SELL
$19.07 - $19.3 $38,807 - $39,275
-2,035 Reduced 7.5%
25,098 $479,000
Q2 2018

Jan 29, 2020

SELL
$19.02 - $19.6 $164,979 - $170,010
-8,674 Reduced 24.22%
27,133 $517,000
Q1 2018

Jan 29, 2020

BUY
$19.46 - $20.07 $278,550 - $287,281
14,314 Added 66.6%
35,807 $697,000
Q4 2017

Jan 29, 2020

SELL
$19.98 - $20.19 $135,104 - $136,524
-6,762 Reduced 23.93%
21,493 $430,000
Q3 2017

Jan 29, 2020

BUY
$20.07 - $20.08 $567,077 - $567,360
28,255
28,255 $567,000

Others Institutions Holding FPE

About FIRST TR PFD SECS & INCOME ETF


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