A detailed history of Summit Wealth Partners, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 70,708 shares of FPE stock, worth $1.27 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
70,708
Previous 70,392 0.45%
Holding current value
$1.27 Million
Previous $1.22 Billion 4.73%
% of portfolio
0.25%
Previous 0.25%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

BUY
$17.35 - $18.22 $5,482 - $5,757
316 Added 0.45%
70,708 $1.28 Billion
Q2 2024

Sep 11, 2024

SELL
$16.96 - $17.44 $609,135 - $626,375
-35,916 Reduced 33.78%
70,392 $1.22 Billion
Q1 2024

Sep 11, 2024

SELL
$16.74 - $17.43 $51,843 - $53,980
-3,097 Reduced 2.83%
106,308 $1.84 Billion
Q4 2023

Sep 11, 2024

SELL
$15.46 - $16.92 $555,106 - $607,529
-35,906 Reduced 24.71%
109,405 $1.84 Billion
Q3 2023

Sep 11, 2024

SELL
$15.88 - $16.28 $488,611 - $500,919
-30,769 Reduced 17.47%
145,311 $2.32 Billion
Q2 2023

Sep 11, 2024

SELL
$15.54 - $16.14 $802,936 - $833,937
-51,669 Reduced 22.69%
176,080 $2.81 Billion
Q1 2023

Sep 11, 2024

SELL
$15.34 - $18.23 $1.46 Million - $1.73 Million
-94,906 Reduced 29.41%
227,749 $3.63 Billion
Q4 2022

Sep 11, 2024

SELL
$16.29 - $17.16 $328,015 - $345,533
-20,136 Reduced 5.87%
322,655 $5.42 Billion
Q3 2022

Sep 11, 2024

SELL
$16.66 - $18.32 $153,072 - $168,324
-9,188 Reduced 2.61%
342,791 $5.72 Billion
Q2 2022

Sep 11, 2024

SELL
$17.23 - $19.08 $1.79 Million - $1.98 Million
-103,894 Reduced 22.79%
351,979 $6.06 Billion
Q1 2022

Sep 11, 2024

SELL
$18.67 - $20.32 $257,123 - $279,847
-13,772 Reduced 2.93%
455,873 $8.67 Billion
Q4 2021

Sep 10, 2024

BUY
$20.14 - $20.56 $156,628 - $159,895
7,777 Added 1.68%
469,645 $9.54 Billion
Q3 2021

Sep 10, 2024

BUY
$20.5 - $20.75 $397,618 - $402,467
19,396 Added 4.38%
461,868 $9.49 Billion
Q2 2021

Sep 10, 2024

BUY
$20.22 - $20.6 $493,752 - $503,031
24,419 Added 5.84%
442,472 $9.11 Billion
Q1 2021

Sep 10, 2024

BUY
$19.95 - $20.37 $468,106 - $477,961
23,464 Added 5.95%
418,053 $8.42 Billion
Q4 2020

Sep 10, 2024

BUY
$19.15 - $20.31 $579,938 - $615,068
30,284 Added 8.31%
394,589 $7.97 Billion
Q3 2020

Sep 10, 2024

SELL
$18.45 - $19.5 $1.19 Million - $1.26 Million
-64,435 Reduced 15.03%
364,305 $6.98 Billion
Q2 2020

Sep 10, 2024

SELL
$16.14 - $18.92 $564,561 - $661,802
-34,979 Reduced 7.54%
428,740 $7.9 Billion
Q1 2020

Sep 10, 2024

BUY
$13.6 - $20.48 $190,372 - $286,679
13,998 Added 3.11%
463,719 $7.6 Billion
Q4 2019

Sep 09, 2024

BUY
$19.72 - $20.07 $8.87 Million - $9.03 Million
449,721 New
449,721 $9.03 Billion

Others Institutions Holding FPE

About FIRST TR PFD SECS & INCOME ETF


  • Ticker FPE
  • Sector ETFs
  • Industry ETFs
More about FPE
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