Strategic Financial Partners, Ltd. First Tr Pfd Secs & Income ETF Transaction History

Strategic Financial Partners, Ltd.

$195 Million
Q3 2024

A detailed history of Strategic Financial Partners, Ltd. transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Strategic Financial Partners, Ltd. holds 10,525 shares of FPE stock, worth $187,555. This represents 0.1% of its overall portfolio holdings.

Number of Shares

10,525

Holding current value

$187,555

% of portfolio

0.1%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	BUY	$17.35 - $18.22 $182,608 - $191,765	10,525 New	10,525 $190,000
Q1 2023 Jul 10, 2024	SELL	$15.34 - $18.23 $45,958 - $54,617	-2,996 Reduced 13.78%	18,746 $299,000
Q3 2022 Jul 10, 2024	SELL	$16.66 - $18.32 $22,774 - $25,043	-1,367 Reduced 5.92%	21,742 $363,000
Q2 2022 Jul 10, 2024	SELL	$17.23 - $19.08 $3,308 - $3,663	-192 Reduced 0.82%	23,109 $398,000
Q1 2022 Jul 10, 2024	SELL	$18.67 - $20.32 $149 - $162	-8 Reduced 0.03%	23,301 $443,000
Q4 2021 Jul 09, 2024	SELL	$20.14 - $20.56 $120,477 - $122,989	-5,982 Reduced 20.42%	23,309 $474,000
Q3 2021 Jul 09, 2024	BUY	$20.5 - $20.75 $192,577 - $194,925	9,394 Added 47.21%	29,291 $602,000
Q2 2021 Jul 09, 2024	BUY	$20.22 - $20.6 $94,609 - $96,387	4,679 Added 30.75%	19,897 $410,000
Q1 2021 Jul 09, 2024	SELL	$19.95 - $20.37 $8,957 - $9,146	-449 Reduced 2.87%	15,218 $307,000
Q4 2020 Jul 09, 2024	SELL	$19.15 - $20.31 $7,545 - $8,002	-394 Reduced 2.45%	15,667 $316,000
Q3 2020 Jul 09, 2024	BUY	$18.45 - $19.5 $96,161 - $101,634	5,212 Added 48.04%	16,061 $308,000
Q2 2020 Jul 09, 2024	SELL	$16.14 - $18.92 $279,770 - $327,959	-17,334 Reduced 61.51%	10,849 $200,000
Q1 2020 Jul 09, 2024	SELL	$13.6 - $20.48 $4,352 - $6,553	-320 Reduced 1.12%	28,183 $462,000
Q4 2019 Jul 08, 2024	BUY	$19.72 - $20.07 $562,079 - $572,055	28,503 New	28,503 $572,000

Others Institutions Holding FPE

# of Institutions

439

Shares Held

195M

Call Options Held

Put Options Held

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About FIRST TR PFD SECS & INCOME ETF

Ticker FPE
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Strategic Financial Partners, Ltd. First Tr Pfd Secs & Income ETF Transaction History