A detailed history of Waterloo Capital, L.P. transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Waterloo Capital, L.P. holds 57,030 shares of FPE stock, worth $995,743. This represents 0.13% of its overall portfolio holdings.

Number of Shares
57,030
Previous 74,005 22.94%
Holding current value
$995,743
Previous $1.25 Billion 20.84%
% of portfolio
0.13%
Previous 0.2%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

SELL
$16.74 - $17.43 $284,161 - $295,874
-16,975 Reduced 22.94%
57,030 $988 Million
Q4 2023

Feb 13, 2024

BUY
$15.46 - $16.92 $1.14 Million - $1.25 Million
74,005 New
74,005 $1.25 Billion

Others Institutions Holding FPE

About FIRST TR PFD SECS & INCOME ETF


  • Ticker FPE
  • Sector ETFs
  • Industry ETFs
More about FPE
Track This Portfolio

Track Waterloo Capital, L.P. Portfolio

Follow Waterloo Capital, L.P. 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 Waterloo Capital, L.P., based on Form 13F filings with the SEC.

News

Stay updated on Waterloo Capital, L.P. with notifications on news.