Sheets Smith Wealth Management First Tr Pfd Secs & Income ETF Transaction History

Sheets Smith Wealth Management

$807 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 01, 2022	SELL	$16.66 - $18.32 $1,715 - $1,886	-103 Reduced 0.87%	11,694 $195,000
Q2 2022 Jul 27, 2022	BUY	$17.23 - $19.08 $1,154 - $1,278	67 Added 0.57%	11,797 $203,000
Q1 2022 May 02, 2022	BUY	$18.67 - $20.32 $6,291 - $6,847	337 Added 2.96%	11,730 $223,000
Q4 2021 Jan 20, 2022	SELL	$20.14 - $20.56 $5,055 - $5,160	-251 Reduced 2.16%	11,393 $232,000
Q3 2021 Oct 15, 2021	BUY	$20.5 - $20.75 $410 - $415	20 Added 0.17%	11,644 $239,000
Q2 2021 Aug 03, 2021	BUY	$20.22 - $20.6 $235,037 - $239,454	11,624 New	11,624 $239,000
Q1 2021 Apr 23, 2021	SELL	$19.95 - $20.37 $231,300 - $236,169	-11,594 Closed	0 $0
Q4 2020 Jan 13, 2021	BUY	$19.15 - $20.31 $222,025 - $235,474	11,594 New	11,594 $234,000

Others Institutions Holding FPE

# of Institutions

445

Shares Held

192M

Call Options Held

0

Put Options Held

10K

About FIRST TR PFD SECS & INCOME ETF

Ticker FPE
Sector ETFs
Industry ETFs

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