Spire Wealth Management First Tr ETF Iii Instl Pfd Sec Transaction History

Spire Wealth Management

  • $2.7 Billion
  • Q2 2025

A detailed history of Spire Wealth Management transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Spire Wealth Management holds 24,448 shares of FPEI stock, worth $475,513. This represents 0.02% of its overall portfolio holdings.

Number of Shares
24,448
Previous 25,363 3.61%
Holding current value
$475,513
Previous $474,000 2.11%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Aug 04, 2025
SELL
$17.99 - $18.99 $16,460 - $17,375
-915 Reduced 3.61%
24,448 $464,000
Q1 2025

Apr 23, 2025
SELL
$18.54 - $18.88 $10,679 - $10,874
-576 Reduced 2.22%
25,363 $474,000
Q4 2024

Jan 24, 2025
SELL
$18.62 - $19.05 $11,153 - $11,410
-599 Reduced 2.26%
25,939 $485,000
Q3 2024

Oct 15, 2024
SELL
$18.36 - $19.08 $13,200 - $13,718
-719 Reduced 2.64%
26,538 $506,000
Q2 2024

Jul 31, 2024
SELL
$17.91 - $18.43 $483,211 - $497,241
-26,980 Reduced 49.74%
27,257 $500,000
Q1 2024

Apr 24, 2024
SELL
$17.7 - $18.26 $41,772 - $43,093
-2,360 Reduced 4.17%
54,237 $988,000
Q4 2023

Feb 06, 2024
SELL
$16.46 - $17.9 $36,014 - $39,165
-2,188 Reduced 3.72%
56,597 $1.01 Million
Q3 2023

Nov 08, 2023
BUY
$16.82 - $17.25 $206,953 - $212,244
12,304 Added 26.47%
58,785 $992,000
Q2 2023

Aug 09, 2023
BUY
$16.43 - $16.99 $762,154 - $788,132
46,388 Added 49879.57%
46,481 $783,000
Q1 2023

May 09, 2023
BUY
$16.1 - $18.84 $1,497 - $1,752
93 New
93 $1,000
Q1 2022

Apr 18, 2022
SELL
$19.06 - $20.42 $9,530 - $10,210
-500 Closed
0 $0
Q4 2021

Jan 14, 2022
BUY
$20.26 - $20.68 $10,130 - $10,340
500 New
500 $10,000
Q2 2021

Jul 26, 2021
SELL
$20.31 - $20.67 $10,155 - $10,335
-500 Closed
0 $0
Q1 2021

May 21, 2021
BUY
$20.13 - $20.61 $10,065 - $10,305
500 New
500 $10,000

Others Institutions Holding FPEI

# of Institutions
190
Shares Held
68.9M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF III INSTL PFD SEC

FPEI Quotes by TradingView
  • Ticker FPEI
  • Sector ETFs
  • Industry ETFs
More about FPEI
Track This Portfolio

Track Spire Wealth Management Portfolio

Follow Spire Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Spire Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spire Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email