Kingswood Wealth Advisors, LLC First Tr ETF Iii Instl Pfd Sec Transaction History

Kingswood Wealth Advisors, LLC

  • $2.62 Trillion
  • Q1 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 39,800 shares of FPEI stock, worth $729,932. This represents 0.03% of its overall portfolio holdings.

Number of Shares
39,800
Previous 19,900 100.0%
Holding current value
$729,932
Previous $372 Million 100.11%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
$18.54 - $18.88 $368,946 - $375,712
19,900 Added 100.0%
39,800 $745 Million
Q4 2024

Jan 22, 2025
BUY
$18.62 - $19.05 $155,477 - $159,067
8,350 Added 72.29%
19,900 $372 Million
Q2 2024

Jul 09, 2024
SELL
$17.91 - $18.43 $105,669 - $108,737
-5,900 Reduced 33.81%
11,550 $212 Million
Q1 2024

Apr 15, 2024
SELL
$17.7 - $18.26 $2,655 - $2,739
-150 Reduced 0.85%
17,450 $318 Million
Q4 2023

Jan 16, 2024
BUY
$16.46 - $17.9 $289,696 - $315,040
17,600 New
17,600 $314 Million
Q2 2023

Aug 09, 2023
BUY
$16.43 - $16.99 $289,168 - $299,024
17,600 New
17,600 $297 Million

Others Institutions Holding FPEI

# of Institutions
194
Shares Held
66.9M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF III INSTL PFD SEC

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