Zrc Wealth Management, LLC First Tr ETF Iii Instl Pfd Sec Transaction History

Zrc Wealth Management, LLC

$237 Billion
Q4 2024

A detailed history of Zrc Wealth Management, LLC transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 191,162 shares of FPEI stock, worth $3.6 Million. This represents 1.51% of its overall portfolio holdings.

Number of Shares

191,162

Previous 166,571 14.76%

Holding current value

$3.6 Million

Previous $3.18 Billion 12.31%

% of portfolio

1.51%

Previous 1.36%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$18.62 - $19.05 $457,884 - $468,458	24,591 Added 14.76%	191,162 $3.57 Billion
Q3 2024 Oct 04, 2024	BUY	$18.36 - $19.08 $193,330 - $200,912	10,530 Added 6.75%	166,571 $3.18 Billion
Q2 2024 Jul 08, 2024	BUY	$17.91 - $18.43 $337,119 - $346,907	18,823 Added 13.72%	156,041 $2.87 Billion
Q1 2024 Apr 19, 2024	SELL	$17.7 - $18.26 $330,582 - $341,042	-18,677 Reduced 11.98%	137,218 $2.5 Billion
Q4 2023 Jan 16, 2024	BUY	$16.46 - $17.9 $2.57 Million - $2.79 Million	155,895 New	155,895 $2.63 Billion

Others Institutions Holding FPEI

# of Institutions

190

Shares Held

65.6M

Call Options Held

Put Options Held

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About FIRST TR ETF III INSTL PFD SEC

Ticker FPEI
Sector ETFs
Industry ETFs

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Zrc Wealth Management, LLC First Tr ETF Iii Instl Pfd Sec Transaction History