Summit Wealth Partners, LLC First Tr Pfd Secs & Income ETF Transaction History

Summit Wealth Partners, LLC

$554 Billion
Q3 2025

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 29,632 shares of FPE stock, worth $542,265. This represents 0.1% of its overall portfolio holdings.

Number of Shares

29,632

Previous 31,092 4.7%

Holding current value

$542,265

Previous $553 Million 2.34%

% of portfolio

0.1%

Previous 0.11%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$17.81 - $18.39 $26,002 - $26,849	-1,460 Reduced 4.7%	29,632 $540 Million
Q2 2025 Aug 11, 2025	SELL	$16.93 - $17.81 $61,472 - $64,668	-3,631 Reduced 10.46%	31,092 $553 Million
Q1 2025 May 06, 2025	SELL	$17.53 - $17.87 $463,212 - $472,196	-26,424 Reduced 43.21%	34,723 $611 Million
Q4 2024 Jan 27, 2025	SELL	$17.65 - $18.18 $168,751 - $173,818	-9,561 Reduced 13.52%	61,147 $1.08 Billion
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

# of Institutions

493

Shares Held

245M

Call Options Held

10.2K

Put Options Held

View Full List

About FIRST TR PFD SECS & INCOME ETF

Ticker FPE
Sector ETFs
Industry ETFs

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Summit Wealth Partners, LLC First Tr Pfd Secs & Income ETF Transaction History