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

Private Wealth Asset Management, LLC

  • $800 Million
  • Q3 2025

A detailed history of Private Wealth Asset Management, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Private Wealth Asset Management, LLC holds 5,233 shares of FPE stock, worth $95,763. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,233
Previous 752 595.88%
Holding current value
$95,763
Previous $13.4 Million 99.29%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Nov 03, 2025
BUY
$17.81 - $18.39 $79,806 - $82,405
4,481 Added 595.88%
5,233 $95,000
Q2 2025

Jul 28, 2025
BUY
$16.93 - $17.81 $3,487 - $3,668
206 Added 37.73%
752 $13.4 Million
Q1 2025

May 15, 2025
BUY
$17.53 - $17.87 $9,571 - $9,757
546 New
546 $9.6 Million

Others Institutions Holding FPE

# of Institutions
491
Shares Held
245M
Call Options Held
10.2K
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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