Visionary Wealth Advisors First Tr ETF Iii Instl Pfd Sec Transaction History

Visionary Wealth Advisors

  • $1.82 Billion
  • Q2 2025

A detailed history of Visionary Wealth Advisors transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Visionary Wealth Advisors holds 176,044 shares of FPEI stock, worth $3.42 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
176,044
Previous 73,729 138.77%
Holding current value
$3.42 Million
Previous $1.38 Million 142.6%
% of portfolio
0.18%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$17.99 - $18.99 $1.84 Million - $1.94 Million
102,315 Added 138.77%
176,044 $3.34 Million
Q1 2025

May 14, 2025
BUY
$18.54 - $18.88 $1.37 Million - $1.39 Million
73,729 New
73,729 $1.38 Million
Q1 2024

May 15, 2024
SELL
$17.7 - $18.26 $15,823 - $16,324
-894 Reduced 1.03%
85,713 $1.56 Million
Q4 2023

Feb 14, 2024
BUY
$16.46 - $17.9 $1.43 Million - $1.55 Million
86,607 New
86,607 $1.54 Million

Others Institutions Holding FPEI

# of Institutions
190
Shares Held
68.9M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF III INSTL PFD SEC

FPEI Quotes by TradingView
  • Ticker FPEI
  • Sector ETFs
  • Industry ETFs
More about FPEI
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