Soltis Investment Advisors LLC First Tr Pfd Secs & Income ETF Transaction History

Soltis Investment Advisors LLC

  • $1.23 Billion
  • Q2 2025

A detailed history of Soltis Investment Advisors LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 24,595 shares of FPE stock, worth $450,088. This represents 0.04% of its overall portfolio holdings.

Number of Shares
24,595
Previous 24,507 0.36%
Holding current value
$450,088
Previous $431,000 1.39%
% of portfolio
0.04%
Previous 0.04%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
BUY
$16.93 - $17.81 $1,489 - $1,567
88 Added 0.36%
24,595 $437,000
Q1 2025

May 13, 2025
BUY
$17.53 - $17.87 $109,597 - $111,723
6,252 Added 34.25%
24,507 $431,000
Q4 2024

Jan 29, 2025
SELL
$17.65 - $18.18 $270,097 - $278,208
-15,303 Reduced 45.6%
18,255 $323,000
Q3 2024

Nov 18, 2024
BUY
$17.35 - $18.22 $47,903 - $50,305
2,761 Added 8.97%
33,558 $607,000
Q2 2024

Aug 12, 2024
BUY
$16.96 - $17.44 $522,317 - $537,099
30,797 New
30,797 $534,000
Q1 2024

Apr 29, 2024
SELL
$16.74 - $17.43 $158,762 - $165,306
-9,484 Reduced 21.68%
34,256 $593,000
Q4 2023

Jan 26, 2024
SELL
$15.46 - $16.92 $47,044 - $51,487
-3,043 Reduced 6.5%
43,740 $737,000
Q3 2023

Nov 08, 2023
SELL
$15.88 - $16.28 $3,096 - $3,174
-195 Reduced 0.42%
46,783 $747,000
Q2 2023

Aug 08, 2023
BUY
$15.54 - $16.14 $730,038 - $758,224
46,978 New
46,978 $750,000
Q2 2022

Aug 11, 2022
SELL
$17.23 - $19.08 $65,680 - $72,732
-3,812 Reduced 3.19%
115,795 $2 Million
Q1 2022

May 06, 2022
SELL
$18.67 - $20.32 $662,803 - $721,380
-35,501 Reduced 22.89%
119,607 $2.28 Million
Q4 2021

Feb 09, 2022
SELL
$20.14 - $20.56 $261,135 - $266,580
-12,966 Reduced 7.71%
155,108 $3.15 Million
Q3 2021

Nov 09, 2021
BUY
$20.5 - $20.75 $499,564 - $505,656
24,369 Added 16.96%
168,074 $3.45 Million
Q2 2021

Aug 04, 2021
BUY
$20.22 - $20.6 $479,032 - $488,034
23,691 Added 19.74%
143,705 $2.96 Million
Q1 2021

May 11, 2021
SELL
$19.95 - $20.37 $71,859 - $73,372
-3,602 Reduced 2.91%
120,014 $2.42 Million
Q4 2020

Feb 10, 2021
BUY
$19.15 - $20.31 $144,888 - $153,665
7,566 Added 6.52%
123,616 $2.5 Million
Q3 2020

Oct 28, 2020
SELL
$18.45 - $19.5 $5.41 Million - $5.72 Million
-293,349 Reduced 71.65%
116,050 $2.23 Million
Q2 2020

Aug 12, 2020
SELL
$16.14 - $18.92 $79,989 - $93,767
-4,956 Reduced 1.2%
409,399 $7.54 Million
Q1 2020

May 07, 2020
BUY
$13.6 - $20.48 $3.32 Million - $5 Million
243,973 Added 143.19%
414,355 $6.8 Million
Q4 2019

Feb 12, 2020
BUY
$19.72 - $20.07 $3.36 Million - $3.42 Million
170,382 New
170,382 $3.42 Million

Others Institutions Holding FPE

# of Institutions
497
Shares Held
243M
Call Options Held
0
Put Options Held
10K
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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