Principle Wealth Partners LLC First Tr Pfd Secs & Income ETF Transaction History

Principle Wealth Partners LLC

$1.25 Billion
Q2 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 02, 2023	BUY	$16.29 - $17.16 $51,639 - $54,397	3,170 Added 10.98%	32,033 $538,000
Q3 2022 Nov 14, 2022	SELL	$16.66 - $18.32 $15,577 - $17,129	-935 Reduced 3.14%	28,863 $482,000
Q2 2022 Aug 02, 2022	SELL	$17.23 - $19.08 $275,766 - $305,375	-16,005 Reduced 34.94%	29,798 $513,000
Q1 2022 May 12, 2022	SELL	$18.67 - $20.32 $175,759 - $191,292	-9,414 Reduced 17.05%	45,803 $871,000
Q4 2021 Feb 11, 2022	BUY	$20.14 - $20.56 $335,351 - $342,344	16,651 Added 43.18%	55,217 $1.12 Million
Q3 2021 Nov 16, 2021	BUY	$20.5 - $20.75 $49,794 - $50,401	2,429 Added 6.72%	38,566 $792,000
Q2 2021 Aug 13, 2021	BUY	$20.22 - $20.6 $147,221 - $149,988	7,281 Added 25.23%	36,137 $744,000
Q1 2021 May 18, 2021	BUY	$19.95 - $20.37 $205,125 - $209,444	10,282 Added 55.36%	28,856 $581,000
Q3 2020 Nov 16, 2020	SELL	$18.45 - $19.5 $55,350 - $58,500	-3,000 Reduced 13.91%	18,574 $356,000
Q1 2020 May 13, 2020	BUY	$13.6 - $20.48 $293,406 - $441,835	21,574 New	21,574 $354,000

Others Institutions Holding FPE

# of Institutions

430

Shares Held

189M

Call Options Held

0

Put Options Held

10K

About FIRST TR PFD SECS & INCOME ETF

Ticker FPE
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