Tanglewood Legacy Advisors, LLC First Tr Pfd Secs & Income ETF Transaction History

Tanglewood Legacy Advisors, LLC

  • $244 Billion
  • Q2 2025

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 6,500 shares of FPE stock, worth $118,755. This represents 0.05% of its overall portfolio holdings.

Number of Shares
6,500
Previous 23,810 72.7%
Holding current value
$118,755
Previous $419 Million 72.37%
% of portfolio
0.05%
Previous 0.18%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
SELL
$16.93 - $17.81 $293,058 - $308,291
-17,310 Reduced 72.7%
6,500 $116 Million
Q3 2024

Oct 15, 2024
SELL
$17.35 - $18.22 $26,545 - $27,876
-1,530 Reduced 6.04%
23,810 $431 Million
Q2 2024

Jul 17, 2024
SELL
$16.96 - $17.44 $173,331 - $178,236
-10,220 Reduced 28.74%
25,340 $440 Million
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
$16.29 - $17.16 $120,220 - $126,640
7,380 New
7,380 $124 Million

Others Institutions Holding FPE

# of Institutions
497
Shares Held
243M
Call Options Held
0
Put Options Held
10K
View Full List

About FIRST TR PFD SECS & INCOME ETF

FPE Quotes by TradingView
  • Ticker FPE
  • Sector ETFs
  • Industry ETFs
More about FPE
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