A detailed history of Tanglewood Legacy Advisors, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Tanglewood Legacy Advisors, LLC holds 35,560 shares of FPE stock, worth $617,321. This represents 0.3% of its overall portfolio holdings.

Number of Shares
35,560
Previous 36,260 1.93%
Holding current value
$617,321
Previous $611 Million 0.75%
% of portfolio
0.3%
Previous 0.33%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 16, 2024

SELL
$16.74 - $17.43 $11,717 - $12,201
-700 Reduced 1.93%
35,560 $616 Million
Q4 2023

Jan 22, 2024

BUY
$15.46 - $16.92 $251,998 - $275,796
16,300 Added 81.66%
36,260 $611 Million
Q3 2023

Oct 18, 2023

SELL
$15.88 - $16.28 $20,961 - $21,489
-1,320 Reduced 6.2%
19,960 $319 Million
Q2 2023

Aug 01, 2023

BUY
$15.54 - $16.14 $48,174 - $50,034
3,100 Added 17.05%
21,280 $340 Million
Q1 2023

Apr 17, 2023

BUY
$15.34 - $18.23 $165,672 - $196,884
10,800 Added 146.34%
18,180 $290 Million
Q4 2022

Feb 13, 2023

BUY
$16.41 - $17.16 $121,105 - $126,640
7,380 New
7,380 $124 Million

Others Institutions Holding FPE

About FIRST TR PFD SECS & INCOME ETF


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