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

Orba Wealth Advisors, L.L.C.

$191 Billion
Q4 2024

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 400,672 shares of FPE stock, worth $7.12 Million. This represents 3.71% of its overall portfolio holdings.

Number of Shares

400,672

Previous 410,578 2.41%

Holding current value

$7.12 Million

Previous $7.43 Billion 4.57%

% of portfolio

3.71%

Previous 3.76%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

469

Shares Held

210M

Call Options Held

Put Options Held

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