Naviter Wealth, LLC First Tr Pfd Secs & Income ETF Transaction History

Naviter Wealth, LLC

$814 Million
Q4 2024

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 234,841 shares of FPE stock, worth $4.2 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

234,841

Previous 250,781 6.36%

Holding current value

$4.2 Million

Previous $4.54 Million 8.44%

% of portfolio

0.51%

Previous 0.64%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$17.65 - $18.18 $281,341 - $289,789	-15,940 Reduced 6.36%	234,841 $4.16 Million
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

# of Institutions

479

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

More about FPE

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Naviter Wealth, LLC First Tr Pfd Secs & Income ETF Transaction History