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

Kingswood Wealth Advisors, LLC

$2.62 Trillion
Q1 2025

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 433,207 shares of FPE stock, worth $7.52 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

433,207

Previous 735,195 41.08%

Holding current value

$7.52 Million

Previous $13 Billion 41.44%

% of portfolio

0.29%

Previous 0.98%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$17.53 - $17.87 $5.29 Million - $5.4 Million	-301,988 Reduced 41.08%	433,207 $7.62 Billion
Q4 2024 Jan 22, 2025	BUY	$17.65 - $18.18 $2.05 Million - $2.11 Million	116,000 Added 18.73%	735,195 $13 Billion
Q3 2024 Oct 21, 2024	BUY	$17.35 - $18.22 $10.2 Million - $10.7 Million	589,573 Added 1990.32%	619,195 $11.2 Billion
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

487

Shares Held

229M

Call Options Held

Put Options Held

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About FIRST TR PFD SECS & INCOME ETF

Ticker FPE
Sector ETFs
Industry ETFs

More about FPE

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