Shore Haven Wealth Partners, LLC First Tr ETF Iii Instl Pfd Sec Transaction History

Shore Haven Wealth Partners, LLC

$202 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 01, 2022	SELL	$17.72 - $19.46 $2.36 Million - $2.59 Million	-133,116 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$19.06 - $20.42 $199,805 - $214,062	10,483 Added 8.55%	133,116 $2.58 Million
Q4 2021 Jan 21, 2022	SELL	$20.26 - $20.68 $48,948 - $49,962	-2,416 Reduced 1.93%	122,633 $2.5 Million
Q3 2021 Oct 28, 2021	BUY	$20.65 - $20.85 $381,426 - $385,120	18,471 Added 17.33%	125,049 $2.58 Million
Q2 2021 Aug 16, 2021	BUY	$20.31 - $20.67 $377,989 - $384,689	18,611 Added 21.16%	106,578 $2.2 Million
Q1 2021 May 13, 2021	SELL	$20.13 - $20.61 $583,588 - $597,504	-28,991 Reduced 24.79%	87,967 $1.78 Million
Q4 2020 Feb 10, 2021	BUY	$19.35 - $20.41 $2.26 Million - $2.39 Million	116,958 New	116,958 $2.38 Million

Others Institutions Holding FPEI

# of Institutions

164

Shares Held

50M

Call Options Held

0

Put Options Held

0

About FIRST TR ETF III INSTL PFD SEC

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