A detailed history of Mbe Wealth Management, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Mbe Wealth Management, LLC holds 11,670 shares of FPE stock, worth $208,542. This represents 0.12% of its overall portfolio holdings.

Number of Shares
11,670
Previous 11,656 0.12%
Holding current value
$208,542
Previous $202,000 4.46%
% of portfolio
0.12%
Previous 0.13%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

BUY
$17.35 - $18.22 $242 - $255
14 Added 0.12%
11,670 $211,000
Q2 2024

Jul 19, 2024

BUY
$16.96 - $17.44 $508 - $523
30 Added 0.26%
11,656 $202,000
Q1 2024

Apr 22, 2024

SELL
$16.74 - $17.43 $267 - $278
-16 Reduced 0.14%
11,626 $201,000
Q4 2023

Jan 29, 2024

BUY
$15.46 - $16.92 $1,777 - $1,945
115 Added 1.0%
11,642 $196,000
Q3 2023

Oct 16, 2023

BUY
$15.88 - $16.28 $778 - $797
49 Added 0.43%
11,527 $184,000
Q2 2023

Jul 17, 2023

BUY
$15.54 - $16.14 $9,852 - $10,232
634 Added 5.85%
11,478 $183,000
Q1 2023

Apr 20, 2023

SELL
$15.34 - $18.23 $13,652 - $16,224
-890 Reduced 7.58%
10,844 $173,000
Q4 2022

Jan 17, 2023

SELL
$16.29 - $17.16 $40,089 - $42,230
-2,461 Reduced 17.34%
11,734 $0
Q3 2022

Oct 20, 2022

SELL
$16.66 - $18.32 $2,182 - $2,399
-131 Reduced 0.91%
14,195 $237,000
Q2 2022

Jul 19, 2022

SELL
$17.23 - $19.08 $6,719 - $7,441
-390 Reduced 2.65%
14,326 $247,000
Q1 2022

Apr 20, 2022

SELL
$18.67 - $20.32 $18,501 - $20,137
-991 Reduced 6.31%
14,716 $280,000
Q4 2021

Jan 19, 2022

SELL
$20.14 - $20.56 $7,713 - $7,874
-383 Reduced 2.38%
15,707 $319,000
Q3 2021

Oct 25, 2021

BUY
$20.5 - $20.75 $329,845 - $333,867
16,090 New
16,090 $330,000
Q2 2020

Aug 14, 2020

SELL
$16.14 - $18.92 $107,815 - $126,385
-6,680 Closed
0 $0
Q1 2020

May 07, 2020

BUY
$13.6 - $20.48 $90,848 - $136,806
6,680 New
6,680 $109,000

Others Institutions Holding FPE

About FIRST TR PFD SECS & INCOME ETF


  • Ticker FPE
  • Sector ETFs
  • Industry ETFs
More about FPE
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