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 $867,441. This represents 0.32% of its overall portfolio holdings.

Number of Shares
48,678
Previous 44,701 8.9%
Holding current value
$867,441
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
Track This Portfolio

Track True Wealth Advisors, LLC Portfolio

Follow True Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of True Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Advisors, LLC with notifications on news.