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

Roi Financial Advisors, LLC

  • $138 Billion
  • Q2 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 55,044 shares of FPE stock, worth $1 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
55,044
Previous 50,973 7.99%
Holding current value
$1 Million
Previous $883 Million 8.78%
% of portfolio
0.7%
Previous 0.69%

Shares

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