A detailed history of True Wealth Advisors, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, True Wealth Advisors, LLC holds 48,678 shares of FPE stock, worth $869,875. This represents 0.32% of its overall portfolio holdings.

Number of Shares
48,678
Previous 44,701 8.9%
Holding current value
$869,875
Previous $776,000 13.53%
% of portfolio
0.32%
Previous 0.31%

Shares

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

Oct 29, 2024

BUY
$17.35 - $18.22 $69,000 - $72,460
3,977 Added 8.9%
48,678 $881,000
Q2 2024

Jul 24, 2024

BUY
$16.96 - $17.44 $109,358 - $112,453
6,448 Added 16.86%
44,701 $776,000
Q1 2024

Apr 23, 2024

BUY
$16.74 - $17.43 $27,202 - $28,323
1,625 Added 4.44%
38,253 $662,000
Q4 2023

Feb 08, 2024

SELL
$15.46 - $16.92 $233,121 - $255,136
-15,079 Reduced 29.16%
36,628 $617,000
Q3 2023

Nov 07, 2023

SELL
$15.88 - $16.28 $34,030 - $34,888
-2,143 Reduced 3.98%
51,707 $825,000
Q2 2023

Jul 31, 2023

SELL
$15.54 - $16.14 $151,281 - $157,122
-9,735 Reduced 15.31%
53,850 $859,000
Q1 2023

Apr 19, 2023

SELL
$15.34 - $18.23 $107,901 - $128,229
-7,034 Reduced 9.96%
63,585 $1.01 Million
Q4 2022

Jan 23, 2023

SELL
$16.29 - $17.16 $60,321 - $63,543
-3,703 Reduced 4.98%
70,619 $0
Q3 2022

Oct 21, 2022

SELL
$16.66 - $18.32 $482,473 - $530,547
-28,960 Reduced 28.04%
74,322 $1.24 Million
Q2 2022

Jul 27, 2022

SELL
$17.23 - $19.08 $3.73 Million - $4.14 Million
-216,766 Reduced 67.73%
103,282 $1.78 Million
Q1 2022

May 05, 2022

SELL
$18.67 - $20.32 $2.34 Million - $2.55 Million
-125,476 Reduced 28.16%
320,048 $6.5 Million
Q1 2022

May 04, 2022

BUY
$18.67 - $20.32 $2.34 Million - $2.55 Million
125,476 Added 39.21%
445,524 $8.06 Million
Q4 2021

Feb 02, 2022

BUY
$20.14 - $20.56 $467,248 - $476,991
23,200 Added 7.82%
320,048 $6.5 Million
Q3 2021

Oct 25, 2021

BUY
$20.5 - $20.75 $45,899 - $46,459
2,239 Added 0.76%
296,848 $6.1 Million
Q2 2021

Jul 23, 2021

BUY
$20.22 - $20.6 $5.96 Million - $6.07 Million
294,609 New
294,609 $6.07 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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