Private Client Services, LLC First Tr Pfd Secs & Income ETF Transaction History

Private Client Services, LLC

$320 Billion
Q4 2025

A detailed history of Private Client Services, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Private Client Services, LLC holds 115,119 shares of FPE stock, worth $2.11 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares

115,119

Previous 88,162 30.58%

Holding current value

$2.11 Million

Previous $1.61 Billion 30.43%

% of portfolio

0.66%

Previous 0.54%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 07, 2026	BUY	$18.14 - $18.51 $488,999 - $498,974	26,957 Added 30.58%	115,119 $2.1 Billion
Q3 2025 Oct 14, 2025	SELL	$17.81 - $18.39 $1.5 Million - $1.55 Million	-84,428 Reduced 48.92%	88,162 $1.61 Billion
Q2 2025 Jul 01, 2025	SELL	$16.93 - $17.81 $143,752 - $151,224	-8,491 Reduced 4.69%	172,590 $3.07 Billion
Q1 2025 Apr 08, 2025	BUY	$17.53 - $17.87 $5,557 - $5,664	317 Added 0.18%	181,081 $3.19 Billion
Q4 2024 Jan 08, 2025	BUY	$17.65 - $18.18 $83,290 - $85,791	4,719 Added 2.68%	180,764 $3.2 Billion

Q3 2024 Oct 03, 2024	BUY	$17.35 - $18.22 $112,115 - $117,737	6,462 Added 3.81%	176,045 $3.19 Billion
Q2 2024 Jul 29, 2024	BUY	$16.96 - $17.44 $18,469 - $18,992	1,089 Added 0.65%	169,583 $2.94 Billion
Q1 2024 May 10, 2024	BUY	$16.74 - $17.43 $895,456 - $932,365	53,492 Added 46.51%	168,494 $2.92 Billion
Q4 2023 Jan 30, 2024	BUY	$15.46 - $16.92 $1.78 Million - $1.95 Million	115,002 New	115,002 $1.94 Billion

Others Institutions Holding FPE

# of Institutions

491

Shares Held

245M

Call Options Held

10.2K

Put Options Held

View Full List

About FIRST TR PFD SECS & INCOME ETF

Ticker FPE
Sector ETFs
Industry ETFs

More about FPE

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Private Client Services, LLC First Tr Pfd Secs & Income ETF Transaction History