Marion Wealth Management First Tr Pfd Secs & Income ETF Transaction History

Marion Wealth Management

$371 Million
Q1 2025

A detailed history of Marion Wealth Management transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Marion Wealth Management holds 336,945 shares of FPE stock, worth $5.82 Million. This represents 1.6% of its overall portfolio holdings.

Number of Shares

336,945

Previous 324,214 3.93%

Holding current value

$5.82 Million

Previous $5.74 Million 3.35%

% of portfolio

1.6%

Previous 1.53%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	BUY	$17.53 - $17.87 $223,174 - $227,502	12,731 Added 3.93%	336,945 $5.93 Million
Q4 2024 Jan 13, 2025	BUY	$17.65 - $18.18 $218,930 - $225,504	12,404 Added 3.98%	324,214 $5.74 Million
Q3 2024 Oct 07, 2024	BUY	$17.35 - $18.22 $287,055 - $301,449	16,545 Added 5.6%	311,810 $5.64 Million
Q2 2024 Jul 09, 2024	BUY	$16.96 - $17.44 $155,353 - $159,750	9,160 Added 3.2%	295,265 $5.13 Million
Q1 2024 Apr 08, 2024	BUY	$16.74 - $17.43 $118,167 - $123,038	7,059 Added 2.53%	286,105 $4.96 Million
Q4 2023 Jan 10, 2024	BUY	$15.46 - $16.92 $4.31 Million - $4.72 Million	279,046 New	279,046 $4.7 Million

Others Institutions Holding FPE

# of Institutions

484

Shares Held

219M

Call Options Held

Put Options Held

View Full List

About FIRST TR PFD SECS & INCOME ETF

Ticker FPE
Sector ETFs
Industry ETFs

More about FPE

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Marion Wealth Management First Tr Pfd Secs & Income ETF Transaction History