Ritholtz Wealth Management First Tr Pfd Secs & Income ETF Transaction History

Ritholtz Wealth Management

  • $3 Billion
  • Q2 2024

A detailed history of Ritholtz Wealth Management transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Ritholtz Wealth Management holds 11,381 shares of FPE stock, worth $206,792. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,381
Previous 22,455 49.32%
Holding current value
$206,792
Previous $388,000 49.23%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024
SELL
$16.96 - $17.44 $187,815 - $193,130
-11,074 Reduced 49.32%
11,381 $197,000
Q1 2024

Apr 24, 2024
BUY
$16.74 - $17.43 $38,820 - $40,420
2,319 Added 11.52%
22,455 $388,000
Q4 2023

Jan 18, 2024
SELL
$15.46 - $16.92 $95,171 - $104,159
-6,156 Reduced 23.41%
20,136 $339,000
Q3 2023

Oct 13, 2023
BUY
$15.88 - $16.28 $417,516 - $428,033
26,292 New
26,292 $419,000
Q3 2021

Oct 14, 2021
SELL
$20.5 - $20.75 $891,155 - $902,023
-43,471 Closed
0 $0
Q2 2021

Jul 20, 2021
BUY
$20.22 - $20.6 $878,983 - $895,502
43,471 New
43,471 $896,000

Others Institutions Holding FPE

# of Institutions
430
Shares Held
188M
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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