A detailed history of Novak & Powell Financial Services, Inc. transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Novak & Powell Financial Services, Inc. holds 12,481 shares of FPE stock, worth $224,782. This represents 0.13% of its overall portfolio holdings.

Number of Shares
12,481
Previous 12,581 0.79%
Holding current value
$224,782
Previous $218 Million 0.57%
% of portfolio
0.13%
Previous 0.16%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024

SELL
$16.96 - $17.44 $1,696 - $1,744
-100 Reduced 0.79%
12,481 $217 Million
Q4 2023

Feb 21, 2024

BUY
$15.46 - $16.92 $194,502 - $212,870
12,581 New
12,581 $212 Million

Others Institutions Holding FPE

About FIRST TR PFD SECS & INCOME ETF


  • Ticker FPE
  • Sector ETFs
  • Industry ETFs
More about FPE
Track This Portfolio

Track Novak & Powell Financial Services, Inc. Portfolio

Follow Novak & Powell Financial Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Novak & Powell Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Novak & Powell Financial Services, Inc. with notifications on news.