Roi Financial Advisors, LLC First Tr Pfd Secs & Income ETF Transaction History

Roi Financial Advisors, LLC

$147 Billion
Q4 2024

A detailed history of Roi Financial Advisors, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Roi Financial Advisors, LLC holds 58,098 shares of FPE stock, worth $1.03 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

58,098

Previous 57,706 0.68%

Holding current value

$1.03 Million

Previous $1.04 Billion 1.55%

% of portfolio

0.7%

Previous 0.72%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$17.65 - $18.18 $6,918 - $7,126	392 Added 0.68%	58,098 $1.03 Billion
Q3 2024 Nov 05, 2024	BUY	$17.35 - $18.22 $46,185 - $48,501	2,662 Added 4.84%	57,706 $1.04 Billion
Q2 2024 Aug 09, 2024	BUY	$16.96 - $17.44 $69,044 - $70,998	4,071 Added 7.99%	55,044 $960 Million
Q1 2024 May 13, 2024	SELL	$16.74 - $17.43 $8,637 - $8,993	-516 Reduced 1.0%	50,973 $883 Million
Q4 2023 Feb 13, 2024	BUY	$15.46 - $16.92 $796,019 - $871,193	51,489 New	51,489 $868 Million

Others Institutions Holding FPE

# of Institutions

480

Shares Held

221M

Call Options Held

Put Options Held

View Full List

About FIRST TR PFD SECS & INCOME ETF

Ticker FPE
Sector ETFs
Industry ETFs

More about FPE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Roi Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Roi Financial Advisors, LLC with notifications on news.

Account

Roi Financial Advisors, LLC First Tr Pfd Secs & Income ETF Transaction History