Kmg Fiduciary Partners, LLC First Tr Pfd Secs & Income ETF Transaction History

Kmg Fiduciary Partners, LLC

$1.14 Billion
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 12, 2023	SELL	$16.29 - $17.16 $117,532 - $123,809	-7,215 Reduced 32.68%	14,866 $0
Q3 2022 Oct 27, 2022	SELL	$16.66 - $18.32 $1.6 Million - $1.76 Million	-96,027 Reduced 81.3%	22,081 $369,000
Q2 2022 Jul 13, 2022	SELL	$17.23 - $19.08 $398,116 - $440,862	-23,106 Reduced 16.36%	118,108 $2.04 Million
Q1 2022 Apr 19, 2022	SELL	$18.67 - $20.32 $544,697 - $592,836	-29,175 Reduced 17.12%	141,214 $2.69 Million
Q4 2021 Jan 12, 2022	SELL	$20.14 - $20.56 $851,680 - $869,441	-42,288 Reduced 19.88%	170,389 $3.46 Million
Q3 2021 Oct 12, 2021	SELL	$20.5 - $20.75 $437,818 - $443,157	-21,357 Reduced 9.13%	212,677 $4.37 Million
Q2 2021 Jul 20, 2021	SELL	$20.22 - $20.6 $76,188 - $77,620	-3,768 Reduced 1.58%	234,034 $4.82 Million
Q1 2021 Apr 08, 2021	BUY	$19.95 - $20.37 $239,519 - $244,562	12,006 Added 5.32%	237,802 $4.79 Million
Q4 2020 Jan 13, 2021	BUY	$19.15 - $20.31 $495,353 - $525,358	25,867 Added 12.94%	225,796 $4.57 Million
Q3 2020 Oct 13, 2020	BUY	$18.45 - $19.5 $927,057 - $979,816	50,247 Added 33.57%	199,929 $3.83 Million
Q2 2020 Jul 22, 2020	BUY	$16.14 - $18.92 $765,600 - $897,470	47,435 Added 46.39%	149,682 $2.76 Million
Q1 2020 Apr 29, 2020	SELL	$13.6 - $20.48 $1.48 Million - $2.23 Million	-108,731 Reduced 51.54%	102,247 $1.68 Million
Q4 2019 Jan 29, 2020	BUY	$19.72 - $20.07 $2.91 Million - $2.96 Million	147,363 Added 231.65%	210,978 $4.23 Million
Q3 2019 Oct 15, 2019	BUY	$19.37 - $19.84 $1.23 Million - $1.26 Million	63,615 New	63,615 $1.26 Million

Others Institutions Holding FPE

# of Institutions

441

Shares Held

191M

Call Options Held

0

Put Options Held

10K

About FIRST TR PFD SECS & INCOME ETF

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