Twin Peaks Wealth Advisors, LLC First Tr Pfd Secs & Income ETF Transaction History

Twin Peaks Wealth Advisors, LLC

$309 Billion
Q2 2025

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 298,370 shares of FPE stock, worth $5.45 Million. This represents 1.74% of its overall portfolio holdings.

Number of Shares

298,370

Previous 297,345 0.34%

Holding current value

$5.45 Million

Previous $5.1 Billion 5.43%

% of portfolio

1.74%

Previous 2.32%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$16.93 - $17.81 $17,353 - $18,255	1,025 Added 0.34%	298,370 $5.38 Billion
Q1 2025 Apr 16, 2025	SELL	$17.53 - $17.87 $350,389 - $357,185	-19,988 Reduced 6.3%	297,345 $5.1 Billion
Q4 2024 Feb 04, 2025	SELL	$17.65 - $18.18 $152,690 - $157,275	-8,651 Reduced 2.65%	317,333 $5.62 Billion
Q3 2024 Oct 25, 2024	BUY	$17.35 - $18.22 $156,549 - $164,399	9,023 Added 2.85%	325,984 $5.9 Billion
Q2 2024 Jul 31, 2024	BUY	$16.96 - $17.44 $494,502 - $508,498	29,157 Added 10.13%	316,961 $5.5 Billion
Q1 2024 Apr 23, 2024	BUY	$16.74 - $17.43 $102,984 - $107,229	6,152 Added 2.18%	287,804 $4.98 Billion
Q4 2023 Jan 17, 2024	BUY	$15.46 - $16.92 $4.35 Million - $4.77 Million	281,652 New	281,652 $4.75 Billion

Others Institutions Holding FPE

# of Institutions

497

Shares Held

243M

Call Options Held

Put Options Held

10K

View Full List

About FIRST TR PFD SECS & INCOME ETF

Ticker FPE
Sector ETFs
Industry ETFs

More about FPE

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Twin Peaks Wealth Advisors, LLC First Tr Pfd Secs & Income ETF Transaction History