Wealth Enhancement Advisory Services, LLC First Tr Pfd Secs & Income ETF 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 Pfd Secs & Income ETF stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 530,667 shares of FPE stock, worth $9.46 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

530,667

Previous 561,213 5.44%

Holding current value

$9.46 Million

Previous $9.87 Million 4.32%

% of portfolio

0.02%

Previous 0.02%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	SELL	$16.93 - $17.81 $517,143 - $544,024	-30,546 Reduced 5.44%	530,667 $9.45 Million
Q1 2025 Apr 16, 2025	SELL	$17.53 - $17.87 $1.32 Million - $1.34 Million	-75,077 Reduced 11.8%	561,213 $9.87 Million
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

486

Shares Held

229M

Call Options Held

Put Options Held

3.11K

View Full List

About FIRST TR PFD SECS & INCOME ETF

Ticker FPE
Sector ETFs
Industry ETFs

More about FPE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Account

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