A detailed history of Western Wealth Management, LLC transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Western Wealth Management, LLC holds 41,638 shares of FPEI stock, worth $767,804. This represents 0.06% of its overall portfolio holdings.

Number of Shares
41,638
Previous 42,360 1.7%
Holding current value
$767,804
Previous $755,000 0.4%
% of portfolio
0.06%
Previous 0.05%

Shares

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

May 02, 2024

SELL
$17.7 - $18.26 $12,779 - $13,183
-722 Reduced 1.7%
41,638 $758,000
Q4 2023

Jan 31, 2024

BUY
$16.46 - $17.9 $109,146 - $118,694
6,631 Added 18.56%
42,360 $755,000
Q3 2023

Nov 07, 2023

BUY
$16.82 - $17.25 $135,232 - $138,690
8,040 Added 29.04%
35,729 $603,000
Q2 2023

Aug 30, 2023

BUY
$16.43 - $16.99 $175,357 - $181,334
10,673 Added 62.72%
27,689 $466,000
Q1 2023

Aug 30, 2023

BUY
$16.1 - $18.84 $273,957 - $320,581
17,016 New
17,016 $285,000

Others Institutions Holding FPEI

About FIRST TR ETF III INSTL PFD SEC


  • Ticker FPEI
  • Sector ETFs
  • Industry ETFs
More about FPEI
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