Wealth Enhancement Advisory Services, LLC First Tr Pfd Secs & Income ETF Transaction History

Wealth Enhancement Advisory Services, LLC

$49.5 Billion
Q4 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 636,290 shares of FPE stock, worth $11.2 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

636,290

Previous 605,588 5.07%

Holding current value

$11.2 Million

Previous $10.7 Million 5.08%

% of portfolio

0.02%

Previous 0.02%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Mar 17, 2025	BUY	$17.65 - $18.18 $541,890 - $558,162	30,702 Added 5.07%	636,290 $11.3 Million
Q4 2024 Jan 10, 2025	BUY	$17.65 - $18.18 $808,069 - $832,334	45,783 Added 8.18%	605,588 $10.7 Million
Q3 2024 Oct 23, 2024	BUY	$17.35 - $18.22 $500,616 - $525,719	28,854 Added 5.43%	559,805 $10.1 Million
Q2 2024 Jul 16, 2024	SELL	$16.96 - $17.44 $1.91 Million - $1.96 Million	-112,560 Reduced 17.49%	530,951 $9.22 Million
Q1 2024 Apr 15, 2024	SELL	$16.74 - $17.43 $1.22 Million - $1.27 Million	-72,891 Reduced 10.17%	643,511 $11.1 Million
Q4 2023 Jan 30, 2024	SELL	$15.46 - $16.92 $374,935 - $410,343	-24,252 Reduced 3.27%	716,402 $12.1 Million
Q3 2023 Nov 13, 2023	BUY	$15.88 - $16.28 $11.5 Million - $11.8 Million	722,452 Added 3969.08%	740,654 $11.8 Million
Q2 2023 Jul 21, 2023	SELL	$15.54 - $16.14 $9.74 Million - $10.1 Million	-626,492 Reduced 97.18%	18,202 $290,000
Q1 2023 Apr 25, 2023	SELL	$15.34 - $18.23 $70.8 Million - $84.1 Million	-4,612,892 Reduced 87.74%	644,694 $10.3 Million
Q4 2022 Feb 01, 2023	SELL	$16.29 - $17.16 $5.19 Million - $5.47 Million	-318,536 Reduced 5.71%	5,257,586 $88.3 Million
Q3 2022 Oct 17, 2022	BUY	$16.66 - $18.32 $11.9 Million - $13.1 Million	715,591 Added 14.72%	5,576,122 $93.2 Million
Q2 2022 Jul 18, 2022	BUY	$17.23 - $19.08 $12.1 Million - $13.4 Million	703,233 Added 16.92%	4,860,531 $84.6 Million
Q1 2022 Apr 18, 2022	BUY	$18.67 - $20.32 $1.87 Million - $2.03 Million	100,070 Added 2.47%	4,157,298 $79.3 Million
Q4 2021 Feb 08, 2022	BUY	$20.14 - $20.56 $7.29 Million - $7.44 Million	361,842 Added 9.79%	4,057,228 $80.6 Million
Q3 2021 Nov 03, 2021	BUY	$20.5 - $20.75 $75.8 Million - $76.7 Million	3,695,386 New	3,695,386 $75.7 Million

Others Institutions Holding FPE

# of Institutions

483

Shares Held

220M

Call Options Held

Put Options Held

View Full List

About FIRST TR PFD SECS & INCOME ETF

Ticker FPE
Sector ETFs
Industry ETFs

More about FPE

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Wealth Enhancement Advisory Services, LLC First Tr Pfd Secs & Income ETF Transaction History