Meridian Financial Partners LLC First Tr Pfd Secs & Income ETF Transaction History

Meridian Financial Partners LLC

$189 Million
Q4 2024

A detailed history of Meridian Financial Partners LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Meridian Financial Partners LLC holds 41,910 shares of FPE stock, worth $744,740. This represents 0.39% of its overall portfolio holdings.

Number of Shares

41,910

Holding current value

$744,740

% of portfolio

0.39%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$17.65 - $18.18 $739,711 - $761,923	41,910 New	41,910 $742,000
Q4 2023 Jan 19, 2024	SELL	$15.46 - $16.92 $126,292 - $138,219	-8,169 Reduced 18.3%	36,469 $615,000
Q3 2023 Oct 20, 2023	BUY	$15.88 - $16.28 $708,851 - $726,706	44,638 New	44,638 $693,000
Q2 2022 Jul 29, 2022	BUY	$17.23 - $19.08 $862,585 - $955,202	50,063 New	50,063 $895,000
Q1 2022 May 02, 2022	SELL	$18.67 - $20.32 $734,739 - $799,673	-39,354 Closed	0 $0
Q4 2021 Jan 27, 2022	BUY	$20.14 - $20.56 $81,687 - $83,391	4,056 Added 11.49%	39,354 $792,000
Q3 2021 Oct 25, 2021	BUY	$20.5 - $20.75 $27,613 - $27,950	1,347 Added 3.97%	35,298 $723,000
Q2 2021 Jul 21, 2021	BUY	$20.22 - $20.6 $407,736 - $415,399	20,165 Added 146.27%	33,951 $701,000
Q1 2021 Apr 21, 2021	BUY	$19.95 - $20.37 $275,030 - $280,820	13,786 New	13,786 $281,000

Others Institutions Holding FPE

# of Institutions

483

Shares Held

221M

Call Options Held

Put Options Held

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About FIRST TR PFD SECS & INCOME ETF

Ticker FPE
Sector ETFs
Industry ETFs

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Meridian Financial Partners LLC First Tr Pfd Secs & Income ETF Transaction History