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

Pcg Wealth Advisors, LLC

$310 Million
Q3 2025

A detailed history of Pcg Wealth Advisors, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Pcg Wealth Advisors, LLC holds 48,653 shares of FPE stock, worth $890,349. This represents 0.29% of its overall portfolio holdings.

Number of Shares

48,653

Previous 82,426 40.97%

Holding current value

$890,349

Previous $1.47 Million 39.54%

% of portfolio

0.29%

Previous 0.75%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$17.81 - $18.39 $601,497 - $621,085	-33,773 Reduced 40.97%	48,653 $887,000
Q2 2025 Aug 07, 2025	BUY	$16.93 - $17.81 $6,196 - $6,518	366 Added 0.45%	82,426 $1.47 Million
Q1 2025 May 05, 2025	BUY	$17.53 - $17.87 $291,348 - $296,999	16,620 Added 25.4%	82,060 $1.44 Million
Q4 2024 Jan 21, 2025	BUY	$17.65 - $18.18 $742,411 - $764,705	42,063 Added 179.93%	65,440 $1.16 Million
Q3 2024 Oct 15, 2024	BUY	$17.35 - $18.22 $15,909 - $16,707	917 Added 4.08%	23,377 $423,000
Q2 2024 Jul 15, 2024	BUY	$16.96 - $17.44 $2,594 - $2,668	153 Added 0.69%	22,460 $389,000
Q1 2024 Apr 19, 2024	BUY	$16.74 - $17.43 $7,449 - $7,756	445 Added 2.04%	22,307 $386,000
Q4 2023 Jan 29, 2024	BUY	$15.46 - $16.92 $16,835 - $18,425	1,089 Added 5.24%	21,862 $368,000
Q3 2023 Oct 19, 2023	SELL	$15.88 - $16.28 $1.31 Million - $1.34 Million	-82,344 Reduced 79.85%	20,773 $331,000
Q2 2023 Jul 20, 2023	SELL	$15.54 - $16.14 $26,728 - $27,760	-1,720 Reduced 1.64%	103,117 $1.65 Million
Q1 2023 May 08, 2023	BUY	$15.34 - $18.23 $43,304 - $51,463	2,823 Added 2.77%	104,837 $1.67 Million
Q4 2022 Feb 13, 2023	BUY	$16.29 - $17.16 $1.66 Million - $1.75 Million	102,014 New	102,014 $1.71 Million

Others Institutions Holding FPE

# of Institutions

493

Shares Held

245M

Call Options Held

10.2K

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