Kingswood Wealth Advisors, LLC First Tr Pfd Secs & Income ETF Transaction History

Kingswood Wealth Advisors, LLC

  • $1.11 Trillion
  • Q2 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 29,622 shares of FPE stock, worth $537,343. This represents 0.05% of its overall portfolio holdings.

Number of Shares
29,622
Previous 17,849 65.96%
Holding current value
$537,343
Previous $309 Million 66.34%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Jul 09, 2024
BUY
$16.96 - $17.44 $199,670 - $205,321
11,773 Added 65.96%
29,622 $514 Million
Q1 2024

Apr 15, 2024
BUY
$16.74 - $17.43 $42,168 - $43,906
2,519 Added 16.43%
17,849 $309 Million
Q4 2023

Jan 16, 2024
BUY
$15.46 - $16.92 $237,001 - $259,383
15,330 New
15,330 $258 Million

Others Institutions Holding FPE

# of Institutions
431
Shares Held
189M
Call Options Held
0
Put Options Held
10K
View Full List

About FIRST TR PFD SECS & INCOME ETF

FPE Quotes by TradingView
  • Ticker FPE
  • Sector ETFs
  • Industry ETFs
More about FPE
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