Maia Wealth LLC First Tr Pfd Secs & Income ETF Transaction History

Maia Wealth LLC

$594 Billion
Q3 2025

A detailed history of Maia Wealth LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Maia Wealth LLC holds 44,074 shares of FPE stock, worth $806,554. This represents 0.14% of its overall portfolio holdings.

Number of Shares

44,074

Previous 46,601 5.42%

Holding current value

$806,554

Previous $829 Million 2.39%

% of portfolio

0.14%

Previous 0.16%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$17.81 - $18.39 $45,005 - $46,471	-2,527 Reduced 5.42%	44,074 $810 Million
Q2 2025 Aug 12, 2025	BUY	$16.93 - $17.81 $55,141 - $58,007	3,257 Added 7.51%	46,601 $829 Million
Q1 2025 May 12, 2025	BUY	$17.53 - $17.87 $40,108 - $40,886	2,288 Added 5.57%	43,344 $743 Million
Q4 2024 Feb 05, 2025	SELL	$17.65 - $18.18 $1,359 - $1,399	-77 Reduced 0.19%	41,056 $728 Million
Q3 2024 Oct 30, 2024	BUY	$17.35 - $18.22 $713,657 - $749,443	41,133 New	41,133 $740 Million

Q4 2023 Feb 13, 2024	BUY	$15.46 - $16.92 $171,250 - $187,422	11,077 New	11,077 $187 Million

Others Institutions Holding FPE

# of Institutions

492

Shares Held

245M

Call Options Held

10.2K

Put Options Held

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 Maia Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Maia Wealth LLC with notifications on news.

Account