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

Perigon Wealth Management, LLC

  • $3.82 Billion
  • Q1 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 13,273 shares of FPE stock, worth $230,419. This represents 0.01% of its overall portfolio holdings.

Number of Shares
13,273
Previous 12,364 7.35%
Holding current value
$230,419
Previous $218,000 6.88%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
481
Shares Held
219M
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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