Perigon Wealth Management, LLC First Tr Pfd Secs & Income ETF Transaction History

Perigon Wealth Management, LLC

  • $4.72 Billion
  • Q3 2025

A detailed history of Perigon Wealth Management, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 14,728 shares of FPE stock, worth $271,584. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,728
Previous 15,798 6.77%
Holding current value
$271,584
Previous $281,000 4.63%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
SELL
$17.81 - $18.39 $19,056 - $19,677
-1,070 Reduced 6.77%
14,728 $268,000
Q2 2025

Jul 15, 2025
BUY
$16.93 - $17.81 $42,748 - $44,970
2,525 Added 19.02%
15,798 $281,000
Q1 2025

Apr 23, 2025
BUY
$17.53 - $17.87 $15,934 - $16,243
909 Added 7.35%
13,273 $233,000
Q4 2024

Jan 22, 2025
BUY
$17.65 - $18.18 $218,224 - $224,777
12,364 New
12,364 $218,000

Others Institutions Holding FPE

# of Institutions
498
Shares Held
243M
Call Options Held
0
Put Options Held
10K
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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