Orba Wealth Advisors, L.L.C. First Tr Pfd Secs & Income ETF Transaction History

Orba Wealth Advisors, L.L.C.

$110 Billion
Q2 2025

A detailed history of Orba Wealth Advisors, L.L.C. transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Orba Wealth Advisors, L.L.C. holds 227,977 shares of FPE stock, worth $4.17 Million. This represents 3.69% of its overall portfolio holdings.

Number of Shares

227,977

Previous 419,956 45.71%

Holding current value

$4.17 Million

Previous $7.39 Billion 45.07%

% of portfolio

3.69%

Previous 3.72%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	SELL	$16.93 - $17.81 $3.25 Million - $3.42 Million	-191,979 Reduced 45.71%	227,977 $4.06 Billion
Q1 2025 Apr 17, 2025	BUY	$17.53 - $17.87 $338,048 - $344,605	19,284 Added 4.81%	419,956 $7.39 Billion
Q4 2024 Feb 04, 2025	SELL	$17.65 - $18.18 $174,840 - $180,091	-9,906 Reduced 2.41%	400,672 $7.09 Billion
Q3 2024 Oct 09, 2024	SELL	$17.35 - $18.22 $309,211 - $324,716	-17,822 Reduced 4.16%	410,578 $7.43 Billion
Q2 2024 Jul 16, 2024	BUY	$16.96 - $17.44 $443,639 - $456,195	26,158 Added 6.5%	428,400 $7.44 Billion
Q1 2024 Apr 30, 2024	BUY	$16.74 - $17.43 $260,340 - $271,071	15,552 Added 4.02%	402,242 $6.97 Billion
Q4 2023 Feb 12, 2024	BUY	$15.46 - $16.92 $5.98 Million - $6.54 Million	386,690 New	386,690 $6.52 Billion

Others Institutions Holding FPE

# of Institutions

497

Shares Held

243M

Call Options Held

Put Options Held

10K

View Full List

About FIRST TR PFD SECS & INCOME ETF

Ticker FPE
Sector ETFs
Industry ETFs

More about FPE

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Orba Wealth Advisors, L.L.C. First Tr Pfd Secs & Income ETF Transaction History