Twin Peaks Wealth Advisors, LLC First Tr ETF Iii Instl Pfd Sec Transaction History

Twin Peaks Wealth Advisors, LLC

$309 Billion
Q2 2025

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 50,610 shares of FPEI stock, worth $979,303. This represents 0.31% of its overall portfolio holdings.

Number of Shares

50,610

Previous 51,549 1.82%

Holding current value

$979,303

Previous $937 Million 3.5%

% of portfolio

0.31%

Previous 0.43%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$17.99 - $18.99 $16,892 - $17,831	-939 Reduced 1.82%	50,610 $970 Million
Q1 2025 Apr 16, 2025	SELL	$18.54 - $18.88 $44,106 - $44,915	-2,379 Reduced 4.41%	51,549 $937 Million
Q4 2024 Feb 04, 2025	BUY	$18.62 - $19.05 $11,376 - $11,639	611 Added 1.15%	53,928 $1.01 Billion
Q3 2024 Oct 25, 2024	SELL	$18.36 - $19.08 $140,307 - $145,809	-7,642 Reduced 12.54%	53,317 $1.02 Billion
Q2 2024 Jul 31, 2024	BUY	$17.91 - $18.43 $85,824 - $88,316	4,792 Added 8.53%	60,959 $1.12 Billion
Q1 2024 Apr 23, 2024	BUY	$17.7 - $18.26 $120,236 - $124,040	6,793 Added 13.76%	56,167 $1.02 Billion
Q4 2023 Jan 17, 2024	BUY	$16.46 - $17.9 $812,696 - $883,794	49,374 New	49,374 $880 Million

Others Institutions Holding FPEI

# of Institutions

192

Shares Held

68.8M

Call Options Held

Put Options Held

View Full List

About FIRST TR ETF III INSTL PFD SEC

Ticker FPEI
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Twin Peaks Wealth Advisors, LLC First Tr ETF Iii Instl Pfd Sec Transaction History