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

Lakeridge Wealth Management LLC

$217 Billion
Q2 2025

A detailed history of Lakeridge Wealth Management LLC transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 79,314 shares of FPEI stock, worth $1.52 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares

79,314

Previous 77,552 2.27%

Holding current value

$1.52 Million

Previous $1.45 Billion 3.86%

% of portfolio

0.69%

Previous 0.73%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	BUY	$17.99 - $18.99 $31,698 - $33,460	1,762 Added 2.27%	79,314 $1.51 Billion
Q1 2025 Apr 16, 2025	BUY	$18.54 - $18.88 $45,942 - $46,784	2,478 Added 3.3%	77,552 $1.45 Billion
Q4 2024 Jan 30, 2025	BUY	$18.62 - $19.05 $61,501 - $62,922	3,303 Added 4.6%	75,074 $1.4 Billion
Q3 2024 Oct 07, 2024	SELL	$18.36 - $19.08 $5,104 - $5,304	-278 Reduced 0.39%	71,771 $1.37 Billion
Q2 2024 Aug 01, 2024	BUY	$17.91 - $18.43 $1.29 Million - $1.33 Million	72,049 New	72,049 $1.32 Billion

Others Institutions Holding FPEI

# of Institutions

194

Shares Held

69.4M

Call Options Held

Put Options Held

View Full List

About FIRST TR ETF III INSTL PFD SEC

Ticker FPEI
Sector ETFs
Industry ETFs

More about FPEI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lakeridge Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lakeridge Wealth Management LLC with notifications on news.

Account

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