Shore Haven Wealth Partners, LLC First Tr Pfd Secs & Income ETF Transaction History

Shore Haven Wealth Partners, LLC

$202 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 24, 2023	SELL	$16.29 - $17.16 $998,756 - $1.05 Million	-61,311 Reduced 55.17%	49,821 $0
Q3 2022 Nov 09, 2022	SELL	$16.66 - $18.32 $33,253 - $36,566	-1,996 Reduced 1.76%	111,132 $1.86 Million
Q2 2022 Aug 01, 2022	SELL	$17.23 - $19.08 $5.57 Million - $6.17 Million	-323,497 Reduced 74.09%	113,128 $1.95 Million
Q1 2022 May 13, 2022	SELL	$18.67 - $20.32 $2.69 Million - $2.93 Million	-143,959 Reduced 24.8%	436,625 $8.3 Million
Q4 2021 Jan 21, 2022	BUY	$20.14 - $20.56 $121,625 - $124,161	6,039 Added 1.05%	580,584 $11.8 Million
Q3 2021 Oct 28, 2021	BUY	$20.5 - $20.75 $642,039 - $649,869	31,319 Added 5.77%	574,545 $11.8 Million
Q2 2021 Aug 16, 2021	BUY	$20.22 - $20.6 $2.55 Million - $2.6 Million	126,001 Added 30.2%	543,226 $11.2 Million
Q1 2021 May 13, 2021	SELL	$19.95 - $20.37 $247,639 - $252,852	-12,413 Reduced 2.89%	417,225 $8.41 Million
Q4 2020 Feb 10, 2021	BUY	$19.15 - $20.31 $8.23 Million - $8.73 Million	429,638 New	429,638 $8.67 Million

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
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