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 57,706 shares of FPE stock, worth $1.02 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
57,706
Previous 55,044 4.84%
Holding current value
$1.02 Million
Previous $960 Million 8.74%
% of portfolio
0.72%
Previous 0.7%

Shares

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

About FIRST TR PFD SECS & INCOME ETF


  • Ticker FPE
  • Sector ETFs
  • Industry ETFs
More about FPE
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