Woodley Farra Manion Portfolio Management Inc First Tr Pfd Secs & Income ETF Transaction History

Woodley Farra Manion Portfolio Management Inc

$1.96 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 08, 2020	SELL	$13.6 - $20.48 $1,604 - $2,416	-118 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$19.72 - $20.07 $2,326 - $2,368	118 New	118 $2,000

Others Institutions Holding FPE

# of Institutions

440

Shares Held

195M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

48.8M
Shares

$868 Million
0.07% of portfolio
Royal Bank Of Canada Toronto, A6

16.5M
Shares

$294 Million
0.06% of portfolio
Wells Fargo & Company San Francisco, CA

12.7M
Shares

$227 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

11.9M
Shares

$212 Million
0.1% of portfolio
Ubs Group Ag

9.7M
Shares

$173 Million
0.04% of portfolio

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About FIRST TR PFD SECS & INCOME ETF

Ticker FPE
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