United Advisor Group, LLC First Tr Pfd Secs & Income ETF Transaction History

United Advisor Group, LLC

  • $455 Million
  • Q1 2025

A detailed history of United Advisor Group, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, United Advisor Group, LLC holds 174,716 shares of FPE stock, worth $3.04 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
174,716
Previous 162,771 7.34%
Holding current value
$3.04 Million
Previous $2.88 Million 6.66%
% of portfolio
0.68%
Previous 0.61%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
$17.53 - $17.87 $209,395 - $213,457
11,945 Added 7.34%
174,716 $3.07 Million
Q4 2024

Feb 24, 2025
BUY
$17.65 - $18.18 $426,353 - $439,156
24,156 Added 17.43%
162,771 $2.88 Million
Q3 2024

Oct 30, 2024
BUY
$17.35 - $18.22 $427,000 - $448,412
24,611 Added 21.59%
138,615 $2.51 Million
Q2 2024

Aug 08, 2024
BUY
$16.96 - $17.44 $698,616 - $718,388
41,192 Added 56.57%
114,004 $1.98 Million
Q1 2024

May 14, 2024
BUY
$16.74 - $17.43 $1.22 Million - $1.27 Million
72,812 New
72,812 $1.26 Million

Others Institutions Holding FPE

# of Institutions
484
Shares Held
221M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR PFD SECS & INCOME ETF

FPE Quotes by TradingView
  • Ticker FPE
  • Sector ETFs
  • Industry ETFs
More about FPE
Track This Portfolio

Track United Advisor Group, LLC Portfolio

Follow United Advisor Group, 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 United Advisor Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Advisor Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email