Robertson Stephens Wealth Management, LLC First Tr Pfd Secs & Income ETF Transaction History

Robertson Stephens Wealth Management, LLC

  • $2.84 Billion
  • Q1 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 247,094 shares of FPE stock, worth $4.24 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
247,094
Previous 397,436 37.83%
Holding current value
$4.24 Million
Previous $7.03 Million 38.21%
% of portfolio
0.15%
Previous 0.26%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
SELL
$17.53 - $17.87 $2.64 Million - $2.69 Million
-150,342 Reduced 37.83%
247,094 $4.35 Million
Q4 2024

Jan 27, 2025
SELL
$17.65 - $18.18 $1.29 Million - $1.33 Million
-72,933 Reduced 15.51%
397,436 $7.03 Million
Q3 2024

Nov 12, 2024
BUY
$17.35 - $18.22 $8.16 Million - $8.57 Million
470,369 New
470,369 $8.51 Million
Q2 2020

Aug 12, 2020
SELL
$16.14 - $18.92 $319,216 - $374,199
-19,778 Closed
0 $0
Q1 2020

May 01, 2020
BUY
$13.6 - $20.48 $268,980 - $405,053
19,778 New
19,778 $324,000

Others Institutions Holding FPE

# of Institutions
482
Shares Held
219M
Call Options Held
0
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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