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

Perennial Investment Advisors, LLC

  • $989 Million
  • Q2 2025

A detailed history of Perennial Investment Advisors, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 95,708 shares of FPE stock, worth $1.72 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
95,708
Previous 90,726 5.49%
Holding current value
$1.72 Million
Previous $1.6 Million 6.77%
% of portfolio
0.17%
Previous 0.19%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$16.93 - $17.81 $84,345 - $88,729
4,982 Added 5.49%
95,708 $1.7 Million
Q1 2025

May 15, 2025
BUY
$17.53 - $17.87 $360,592 - $367,585
20,570 Added 29.32%
90,726 $1.6 Million
Q4 2024

Feb 12, 2025
BUY
$17.65 - $18.18 $103,517 - $106,625
5,865 Added 9.12%
70,156 $1.24 Million
Q3 2024

Nov 14, 2024
BUY
$17.35 - $18.22 $741,261 - $778,431
42,724 Added 198.1%
64,291 $1.16 Million
Q2 2024

Aug 09, 2024
BUY
$16.96 - $17.44 $365,776 - $376,128
21,567 New
21,567 $374,000

Others Institutions Holding FPE

# of Institutions
490
Shares Held
232M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR PFD SECS & INCOME ETF

FPE Quotes by TradingView
  • Ticker FPE
  • Sector ETFs
  • Industry ETFs
More about FPE
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