Plante Moran Financial Advisors, LLC First Tr Pfd Secs & Income ETF Transaction History

Plante Moran Financial Advisors, LLC

$1.17 Billion
Q3 2024

A detailed history of Plante Moran Financial Advisors, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 2,562 shares of FPE stock, worth $45,629. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,562

Previous 2,462 4.06%

Holding current value

$45,629

Previous $42,000 9.52%

% of portfolio

0.0%

Previous 0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	BUY	$17.35 - $18.22 $1,735 - $1,822	100 Added 4.06%	2,562 $46,000
Q3 2023 Nov 07, 2023	SELL	$15.88 - $16.28 $63,520 - $65,120	-4,000 Reduced 61.9%	2,462 $39,000
Q2 2023 Aug 07, 2023	BUY	$15.54 - $16.14 $62,160 - $64,560	4,000 Added 162.47%	6,462 $103,000
Q4 2020 Feb 09, 2021	SELL	$19.15 - $20.31 $11,355 - $12,043	-593 Reduced 19.41%	2,462 $50,000
Q3 2020 Nov 12, 2020	BUY	$18.45 - $19.5 $10,940 - $11,563	593 Added 24.09%	3,055 $59,000
Q1 2020 May 07, 2020	SELL	$13.6 - $20.48 $26,220 - $39,485	-1,928 Reduced 43.92%	2,462 $40,000
Q4 2019 Feb 14, 2020	SELL	$19.72 - $20.07 $86,570 - $88,107	-4,390 Closed	0 $0
Q3 2019 Nov 13, 2019	SELL	$19.37 - $19.84 $11,002 - $11,269	-568 Reduced 11.46%	4,390 $86,000
Q2 2019 Aug 13, 2019	BUY	$19.06 - $19.39 $8,862 - $9,016	465 Added 10.35%	4,958 $96,000
Q1 2019 May 13, 2019	BUY	$17.98 - $19.09 $17 - $19	1 Added 0.02%	4,493 $86,000
Q4 2018 Jan 29, 2019	BUY	$17.82 - $19.07 $17 - $19	1 Added 0.02%	4,492 $81,000
Q3 2018 Nov 09, 2018	BUY	$19.07 - $19.3 $19 - $19	1 Added 0.02%	4,491 $86,000
Q1 2018 May 01, 2018	BUY	$19.46 - $20.07 $1,946 - $2,007	100 Added 2.28%	4,490 $87,000
Q3 2017 Nov 08, 2017	BUY	$20.07 - $20.08 $88,107 - $88,151	4,390	4,390 $88,000

Others Institutions Holding FPE

# of Institutions

440

Shares Held

195M

Call Options Held

Put Options Held

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About FIRST TR PFD SECS & INCOME ETF

Ticker FPE
Sector ETFs
Industry ETFs

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Plante Moran Financial Advisors, LLC First Tr Pfd Secs & Income ETF Transaction History