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 530,951 shares of FPE stock, worth $9.5 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
530,951
Previous 643,511 17.49%
Holding current value
$9.5 Million
Previous $11.1 Million 17.3%
% of portfolio
0.02%
Previous 0.03%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$16.41 - $17.16 $5.23 Million - $5.47 Million
-318,536 Reduced 5.71%
5,257,586 $88.3 Million
Q3 2022

Oct 17, 2022

BUY
$17.07 - $18.32 $12.2 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

About FIRST TR PFD SECS & INCOME ETF


  • Ticker FPE
  • Sector ETFs
  • Industry ETFs
More about FPE
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