Proactive Wealth Strategies LLC First Tr Pfd Secs & Income ETF Transaction History

Proactive Wealth Strategies LLC

  • $212 Million
  • Q2 2025

A detailed history of Proactive Wealth Strategies LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 15,966 shares of FPE stock, worth $294,413. This represents 0.13% of its overall portfolio holdings.

Number of Shares
15,966
Previous 15,745 1.4%
Holding current value
$294,413
Previous $277,000 2.53%
% of portfolio
0.13%
Previous 0.15%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$16.93 - $17.81 $3,741 - $3,936
221 Added 1.4%
15,966 $284,000
Q1 2025

Apr 23, 2025
BUY
$17.53 - $17.87 $3,751 - $3,824
214 Added 1.38%
15,745 $277,000
Q4 2024

Jan 31, 2025
SELL
$17.65 - $18.18 $79,301 - $81,682
-4,493 Reduced 22.44%
15,531 $275,000
Q3 2024

Nov 04, 2024
BUY
$17.35 - $18.22 $347,416 - $364,837
20,024 New
20,024 $362,000

Others Institutions Holding FPE

# of Institutions
497
Shares Held
243M
Call Options Held
0
Put Options Held
10K
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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