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

Sovran Advisors, LLC

$702 Billion
Q4 2024

A detailed history of Sovran Advisors, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Sovran Advisors, LLC holds 40,153 shares of FPE stock, worth $692,237. This represents 0.1% of its overall portfolio holdings.

Number of Shares

40,153

Holding current value

$692,237

% of portfolio

0.1%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 29, 2025	BUY	$17.65 - $18.18 $708,700 - $729,981	40,153 New	40,153 $705 Million

Others Institutions Holding FPE

# of Institutions

484

Shares Held

220M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

50.6M
Shares

$873 Million
0.06% of portfolio
Royal Bank Of Canada Toronto, A6

16.8M
Shares

$290 Million
0.06% of portfolio
Wells Fargo & Company San Francisco, CA

13.7M
Shares

$237 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

13M
Shares

$225 Million
0.1% of portfolio
Ubs Group Ag

9.53M
Shares

$164 Million
0.03% of portfolio

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About FIRST TR PFD SECS & INCOME ETF

Ticker FPE
Sector ETFs
Industry ETFs

More about FPE

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