Sea Crest Wealth Management, LLC First Tr Pfd Secs & Income ETF Transaction History

Sea Crest Wealth Management, LLC

  • $913 Million
  • Q4 2025

A detailed history of Sea Crest Wealth Management, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 48,096 shares of FPE stock, worth $880,156. This represents 0.1% of its overall portfolio holdings.

Number of Shares
48,096
Previous 44,444 8.22%
Holding current value
$880,156
Previous $810,000 8.64%
% of portfolio
0.1%
Previous 0.09%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
BUY
$18.14 - $18.51 $66,247 - $67,598
3,652 Added 8.22%
48,096 $880,000
Q3 2025

Nov 13, 2025
BUY
$17.81 - $18.39 $357,660 - $369,307
20,082 Added 82.43%
44,444 $810,000
Q2 2025

Jul 11, 2025
SELL
$16.93 - $17.81 $16,185 - $17,026
-956 Reduced 3.78%
24,362 $433,000
Q1 2025

Apr 11, 2025
SELL
$17.53 - $17.87 $9,553 - $9,739
-545 Reduced 2.11%
25,318 $445,000
Q4 2024

Jan 14, 2025
BUY
$17.65 - $18.18 $115,678 - $119,151
6,554 Added 33.94%
25,863 $457,000
Q3 2024

Oct 16, 2024
BUY
$17.35 - $18.22 $33,832 - $35,529
1,950 Added 11.23%
19,309 $349,000
Q2 2024

Jul 19, 2024
BUY
$16.96 - $17.44 $109,595 - $112,697
6,462 Added 59.3%
17,359 $301,000
Q1 2024

Apr 18, 2024
SELL
$16.74 - $17.43 $41,247 - $42,947
-2,464 Reduced 18.44%
10,897 $188,000
Q4 2023

Jan 18, 2024
SELL
$15.46 - $16.92 $155,063 - $169,707
-10,030 Reduced 42.88%
13,361 $225,000
Q3 2023

Oct 12, 2023
BUY
$15.88 - $16.28 $1,222 - $1,253
77 Added 0.33%
23,391 $373,000
Q2 2023

Jul 14, 2023
SELL
$15.54 - $16.14 $34,219 - $35,540
-2,202 Reduced 8.63%
23,314 $372,000
Q1 2023

May 11, 2023
SELL
$15.34 - $18.23 $96,964 - $115,231
-6,321 Reduced 19.85%
25,516 $407,000
Q4 2022

Feb 14, 2023
SELL
$16.29 - $17.16 $193,851 - $204,204
-11,900 Reduced 27.21%
31,837 $534,000
Q3 2022

Nov 14, 2022
SELL
$16.66 - $18.32 $110,305 - $121,296
-6,621 Reduced 13.15%
43,737 $730,000
Q2 2022

Aug 09, 2022
SELL
$17.23 - $19.08 $38,629 - $42,777
-2,242 Reduced 4.26%
50,358 $868,000
Q1 2022

May 16, 2022
SELL
$18.67 - $20.32 $12,639 - $13,756
-677 Reduced 1.27%
52,600 $1 Million
Q4 2021

Feb 11, 2022
SELL
$20.14 - $20.56 $26,866 - $27,427
-1,334 Reduced 2.44%
53,277 $1.08 Million
Q3 2021

Nov 16, 2021
BUY
$20.5 - $20.75 $27,654 - $27,991
1,349 Added 2.53%
54,611 $1.12 Million
Q2 2021

Aug 12, 2021
SELL
$20.22 - $20.6 $6,753 - $6,880
-334 Reduced 0.62%
53,262 $1.1 Million
Q1 2021

May 17, 2021
BUY
$19.95 - $20.37 $108,727 - $111,016
5,450 Added 11.32%
53,596 $1.08 Million
Q4 2020

Feb 09, 2021
SELL
$19.15 - $20.31 $17,694 - $18,766
-924 Reduced 1.88%
48,146 $972,000
Q3 2020

Nov 12, 2020
BUY
$18.45 - $19.5 $32,416 - $34,261
1,757 Added 3.71%
49,070 $941,000
Q2 2020

Jul 27, 2020
SELL
$16.14 - $18.92 $19,626 - $23,006
-1,216 Reduced 2.51%
47,313 $872,000
Q1 2020

May 13, 2020
BUY
$13.6 - $20.48 $51,952 - $78,233
3,820 Added 8.54%
48,529 $796,000
Q4 2019

Jan 22, 2020
BUY
$19.72 - $20.07 $130,230 - $132,542
6,604 Added 17.33%
44,709 $897,000
Q3 2019

Oct 15, 2019
BUY
$19.37 - $19.84 $375,623 - $384,737
19,392 Added 103.63%
38,105 $752,000
Q2 2019

Jul 19, 2019
BUY
$19.06 - $19.39 $160,389 - $163,166
8,415 Added 81.71%
18,713 $363,000
Q1 2019

May 10, 2019
BUY
$17.98 - $19.09 $48,635 - $51,638
2,705 Added 35.62%
10,298 $196,000
Q4 2018

Feb 13, 2019
BUY
$17.82 - $19.07 $3,457 - $3,699
194 Added 2.62%
7,593 $136,000
Q3 2018

Nov 14, 2018
SELL
$19.07 - $19.3 $2,612 - $2,644
-137 Reduced 1.82%
7,399 $141,000
Q2 2018

Aug 03, 2018
BUY
$19.02 - $19.6 $361 - $372
19 Added 0.25%
7,536 $144,000
Q1 2018

Apr 20, 2018
BUY
$19.46 - $20.07 $214 - $220
11 Added 0.15%
7,517 $146,000
Q4 2017

Feb 02, 2018
BUY
$19.98 - $20.19 $149,969 - $151,546
7,506
7,506 $150,000

Others Institutions Holding FPE

# of Institutions
500
Shares Held
245M
Call Options Held
10.2K
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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