Diversify Wealth Management, LLC First Tr Pfd Secs & Income ETF Transaction History

Diversify Wealth Management, LLC

  • $1.73 Trillion
  • Q3 2025

A detailed history of Diversify Wealth Management, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 10,920 shares of FPE stock, worth $199,836. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,920
Previous 10,890 0.28%
Holding current value
$199,836
Previous $196 Million 2.11%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
BUY
$17.81 - $18.39 $534 - $551
30 Added 0.28%
10,920 $200 Million
Q2 2025

Aug 14, 2025
SELL
$16.93 - $17.81 $25,022 - $26,323
-1,478 Reduced 11.95%
10,890 $196 Million
Q1 2025

Apr 30, 2025
BUY
$17.53 - $17.87 $701 - $714
40 Added 0.32%
12,368 $215 Million
Q4 2024

Jan 16, 2025
BUY
$17.65 - $18.18 $217,589 - $224,123
12,328 New
12,328 $217 Million

Others Institutions Holding FPE

# of Institutions
491
Shares Held
245M
Call Options Held
10.2K
Put Options Held
0
View Full List

About FIRST TR PFD SECS & INCOME ETF

FPE Quotes by TradingView
  • Ticker FPE
  • Sector ETFs
  • Industry ETFs
More about FPE
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