Note Advisors, LLC First Tr Pfd Secs & Income ETF Transaction History

Note Advisors, LLC

$121 Billion
Q1 2025

A detailed history of Note Advisors, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Note Advisors, LLC holds 44,867 shares of FPE stock, worth $774,853. This represents 0.65% of its overall portfolio holdings.

Number of Shares

44,867

Holding current value

$774,853

% of portfolio

0.65%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 14, 2025	BUY	$17.53 - $17.87 $786,518 - $801,773	44,867 New	44,867 $789 Million

Others Institutions Holding FPE

# of Institutions

485

Shares Held

227M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

52.3M
Shares

$903 Million
0.07% of portfolio
Royal Bank Of Canada Toronto, A6

17.3M
Shares

$299 Million
0.07% of portfolio
Wells Fargo & Company San Francisco, CA

15M
Shares

$259 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

14.4M
Shares

$248 Million
0.1% of portfolio
Ubs Group Ag

9.93M
Shares

$172 Million
0.03% of portfolio

View Full List

About FIRST TR PFD SECS & INCOME ETF

Ticker FPE
Sector ETFs
Industry ETFs

More about FPE

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