Kingsview Wealth Management, LLC First Tr ETF Iii Instl Pfd Sec Transaction History

Kingsview Wealth Management, LLC

$5.28 Billion
Q2 2025

A detailed history of Kingsview Wealth Management, LLC transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 300,449 shares of FPEI stock, worth $5.84 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

300,449

Previous 274,930 9.28%

Holding current value

$5.84 Million

Previous $5.14 Million 10.97%

% of portfolio

0.11%

Previous 0.11%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$17.99 - $18.99 $459,086 - $484,605	25,519 Added 9.28%	300,449 $5.71 Million
Q1 2025 May 02, 2025	BUY	$18.54 - $18.88 $368,779 - $375,542	19,891 Added 7.8%	274,930 $5.14 Million
Q4 2024 Jan 28, 2025	BUY	$18.62 - $19.05 $545,919 - $558,526	29,319 Added 12.99%	255,039 $4.77 Million
Q3 2024 Nov 12, 2024	BUY	$18.36 - $19.08 $90,918 - $94,484	4,952 Added 2.24%	225,720 $4.3 Million
Q2 2024 Aug 14, 2024	BUY	$17.91 - $18.43 $364,486 - $375,068	20,351 Added 10.15%	220,768 $4.06 Million
Q1 2024 May 09, 2024	BUY	$17.7 - $18.26 $294,988 - $304,321	16,666 Added 9.07%	200,417 $3.65 Million
Q4 2023 Feb 08, 2024	BUY	$16.46 - $17.9 $3.02 Million - $3.29 Million	183,751 New	183,751 $3.28 Million

Others Institutions Holding FPEI

# of Institutions

190

Shares Held

68.8M

Call Options Held

Put Options Held

View Full List

About FIRST TR ETF III INSTL PFD SEC

Ticker FPEI
Sector ETFs
Industry ETFs

More about FPEI

Track This Portfolio

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.

Account

Kingsview Wealth Management, LLC First Tr ETF Iii Instl Pfd Sec Transaction History