A detailed history of Naviter Wealth, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Naviter Wealth, LLC holds 250,781 shares of FPE stock, worth $4.5 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares
250,781
Previous 184,917 35.62%
Holding current value
$4.5 Million
Previous $3.21 Million 41.4%
% of portfolio
0.64%
Previous 0.48%

Shares

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

Oct 16, 2024

BUY
$17.35 - $18.22 $1.14 Million - $1.2 Million
65,864 Added 35.62%
250,781 $4.54 Million
Q2 2024

Aug 01, 2024

BUY
$16.96 - $17.44 $72,877 - $74,939
4,297 Added 2.38%
184,917 $3.21 Million
Q1 2024

Apr 18, 2024

SELL
$16.74 - $17.43 $68,148 - $70,957
-4,071 Reduced 2.2%
180,620 $3.13 Million
Q4 2023

Feb 05, 2024

SELL
$15.46 - $16.92 $189,756 - $207,676
-12,274 Reduced 6.23%
184,691 $3.11 Million
Q3 2023

Nov 14, 2023

BUY
$15.88 - $16.28 $115,495 - $118,404
7,273 Added 3.83%
196,965 $3.15 Million
Q2 2023

Jul 20, 2023

BUY
$15.54 - $16.14 $2.95 Million - $3.06 Million
189,692 New
189,692 $3.03 Million

Others Institutions Holding FPE

About FIRST TR PFD SECS & INCOME ETF


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