Summit Wealth Partners, LLC First Tr ETF Iii Instl Pfd Sec Transaction History

Summit Wealth Partners, LLC

$487 Billion
Q4 2024

A detailed history of Summit Wealth Partners, LLC transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 32,360 shares of FPEI stock, worth $608,044. This represents 0.12% of its overall portfolio holdings.

Number of Shares

32,360

Previous 178,813 81.9%

Holding current value

$608,044

Previous $3.41 Billion 82.25%

% of portfolio

0.12%

Previous 0.66%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$18.62 - $19.05 $2.73 Million - $2.79 Million	-146,453 Reduced 81.9%	32,360 $605 Million
Q3 2024 Oct 28, 2024	BUY	$18.36 - $19.08 $1.25 Million - $1.3 Million	68,142 Added 61.57%	178,813 $3.41 Billion
Q2 2024 Sep 11, 2024	SELL	$17.91 - $18.43 $19,360 - $19,922	-1,081 Reduced 0.97%	110,671 $2.03 Billion
Q1 2024 Sep 11, 2024	BUY	$17.7 - $18.26 $1.21 Million - $1.25 Million	68,409 Added 157.83%	111,752 $2.04 Billion
Q4 2023 Sep 11, 2024	BUY	$16.46 - $17.9 $203,890 - $221,727	12,387 Added 40.01%	43,343 $773 Million
Q3 2023 Sep 11, 2024	BUY	$16.82 - $17.25 $76,716 - $78,677	4,561 Added 17.28%	30,956 $523 Million
Q2 2023 Sep 11, 2024	BUY	$16.43 - $16.99 $215,643 - $222,993	13,125 Added 98.91%	26,395 $445 Million
Q1 2023 Sep 11, 2024	BUY	$16.1 - $18.84 $35,645 - $41,711	2,214 Added 20.03%	13,270 $222 Million
Q4 2022 Sep 11, 2024	BUY	$17.15 - $18.04 $189,610 - $199,450	11,056 New	11,056 $197 Million

Others Institutions Holding FPEI

# of Institutions

189

Shares Held

65.6M

Call Options Held

Put Options Held

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About FIRST TR ETF III INSTL PFD SEC

Ticker FPEI
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Summit Wealth Partners, LLC First Tr ETF Iii Instl Pfd Sec Transaction History