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

445

Shares Held

192M

Call Options Held

Put Options Held

10K

Morgan Stanley New York, NY

47.1M
Shares

$853 Million
0.06% of portfolio
Royal Bank Of Canada Toronto, A6

16.4M
Shares

$297 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

11.9M
Shares

$215 Million
0.1% of portfolio
Wells Fargo & Company San Francisco, CA

11.7M
Shares

$211 Million
0.05% of portfolio
Ubs Group Ag

10.7M
Shares

$194 Million
0.05% of portfolio

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About FIRST TR PFD SECS & INCOME ETF

Ticker FPE
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