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

Sequoia Financial Advisors, LLC

$11.6 Billion
Q1 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 20,547 shares of FPE stock, worth $354,846. This represents 0.0% of its overall portfolio holdings.

Number of Shares

20,547

Previous 27,999 26.62%

Holding current value

$354,846

Previous $495,000 27.07%

% of portfolio

0.0%

Previous 0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	SELL	$17.53 - $17.87 $130,633 - $133,167	-7,452 Reduced 26.62%	20,547 $361,000
Q4 2024 Feb 07, 2025	BUY	$17.65 - $18.18 $48,113 - $49,558	2,726 Added 10.79%	27,999 $495,000
Q3 2024 Oct 21, 2024	BUY	$17.35 - $18.22 $884 - $929	51 Added 0.2%	25,273 $457,000
Q4 2023 Jan 25, 2024	BUY	$15.46 - $16.92 $120,618 - $132,009	7,802 Added 44.79%	25,222 $425,000
Q3 2023 Nov 08, 2023	BUY	$15.88 - $16.28 $8,098 - $8,302	510 Added 3.02%	17,420 $278,000
Q2 2023 Aug 08, 2023	BUY	$15.54 - $16.14 $75,058 - $77,956	4,830 Added 39.98%	16,910 $270,000
Q1 2023 Apr 24, 2023	BUY	$15.34 - $18.23 $185,307 - $220,218	12,080 New	12,080 $192,000
Q1 2021 May 14, 2021	SELL	$19.95 - $20.37 $1.38 Million - $1.41 Million	-69,416 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$19.15 - $20.31 $99,005 - $105,002	5,170 Added 8.05%	69,416 $1.4 Million
Q3 2020 Oct 23, 2020	BUY	$18.45 - $19.5 $382,782 - $404,566	20,747 Added 47.7%	64,246 $1.23 Million
Q2 2020 Aug 25, 2020	BUY	$16.14 - $18.92 $702,073 - $823,001	43,499 New	43,499 $801,000
Q2 2020 Aug 11, 2020	SELL	$16.14 - $18.92 $648,747 - $760,489	-40,195 Closed	0 $801,000
Q1 2020 May 11, 2020	BUY	$13.6 - $20.48 $214,064 - $322,355	15,740 Added 64.36%	40,195 $659,000
Q4 2019 Feb 13, 2020	BUY	$19.72 - $20.07 $482,252 - $490,811	24,455 New	24,455 $491,000

Others Institutions Holding FPE

# of Institutions

484

Shares Held

221M

Call Options Held

Put Options Held

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About FIRST TR PFD SECS & INCOME ETF

Ticker FPE
Sector ETFs
Industry ETFs

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