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 108,408 shares of FPE stock, worth $1.93 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
108,408
Previous 99,346 9.12%
Holding current value
$1.93 Million
Previous $1.72 Million 13.81%
% of portfolio
0.04%
Previous 0.04%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$17.35 - $18.22 $157,225 - $165,109
9,062 Added 9.12%
108,408 $1.96 Million
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
Track This Portfolio

Track Kingsview Wealth Management, LLC Portfolio

Follow Kingsview Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingsview Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingsview Wealth Management, LLC with notifications on news.