Nelson, Van Denburg & Campbell Wealth Management Group, LLC First Tr Pfd Secs & Income ETF Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.42 Billion
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 30, 2024	BUY	$16.74 - $17.43 $148,199 - $154,307	8,853 New	8,853 $153,000

Others Institutions Holding FPE

# of Institutions

440

Shares Held

195M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

48.8M
Shares

$868 Million
0.07% of portfolio
Royal Bank Of Canada Toronto, A6

16.5M
Shares

$294 Million
0.06% of portfolio
Wells Fargo & Company San Francisco, CA

12.7M
Shares

$227 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

11.9M
Shares

$212 Million
0.1% of portfolio
Ubs Group Ag

9.7M
Shares

$173 Million
0.04% of portfolio

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About FIRST TR PFD SECS & INCOME ETF

Ticker FPE
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