Wealth Enhancement Advisory Services, LLC First Tr ETF Iii Instl Pfd Sec Transaction History

Wealth Enhancement Advisory Services, LLC

$55.6 Billion
Q2 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 21,424 shares of FPEI stock, worth $415,197. This represents 0.0% of its overall portfolio holdings.

Number of Shares

21,424

Previous 24,778 13.54%

Holding current value

$415,197

Previous $462,000 12.12%

% of portfolio

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	SELL	$17.99 - $18.99 $60,338 - $63,692	-3,354 Reduced 13.54%	21,424 $406,000
Q1 2025 Apr 16, 2025	BUY	$18.54 - $18.88 $142,442 - $145,055	7,683 Added 44.94%	24,778 $462,000
Q4 2024 Mar 17, 2025	BUY	$18.62 - $19.05 $113,898 - $116,528	6,117 Added 55.72%	17,095 $319,000
Q3 2024 Oct 23, 2024	BUY	$18.36 - $19.08 $201,556 - $209,460	10,978 New	10,978 $209,000
Q4 2023 Jan 30, 2024	BUY	$16.46 - $17.9 $85,460 - $92,936	5,192 Added 38.98%	18,511 $330,000
Q3 2023 Nov 13, 2023	BUY	$16.82 - $17.25 $224,025 - $229,752	13,319 New	13,319 $224,000

Others Institutions Holding FPEI

# of Institutions

192

Shares Held

68.8M

Call Options Held

Put Options Held

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About FIRST TR ETF III INSTL PFD SEC

Ticker FPEI
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Wealth Enhancement Advisory Services, LLC First Tr ETF Iii Instl Pfd Sec Transaction History