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

Kingsview Wealth Management, LLC

$4.71 Billion
Q4 2024

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 255,039 shares of FPEI stock, worth $4.79 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

255,039

Previous 225,720 12.99%

Holding current value

$4.79 Million

Previous $4.3 Million 10.8%

% of portfolio

0.1%

Previous 0.1%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

183

Shares Held

62.4M

Call Options Held

Put Options Held

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About FIRST TR ETF III INSTL PFD SEC

Ticker FPEI
Sector ETFs
Industry ETFs

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