Affinity Wealth Management LLC First Tr Pfd Secs & Income ETF Transaction History
Affinity Wealth Management LLC
- $483 Million
- Q1 2025
A detailed history of Affinity Wealth Management LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Affinity Wealth Management LLC holds 1,414,853 shares of FPE stock, worth $24.4 Million. This represents 5.16% of its overall portfolio holdings.
Number of Shares
1,414,853
Previous 1,375,206
2.88%
Holding current value
$24.4 Million
Previous $24.3 Million
2.3%
% of portfolio
5.16%
Previous 4.76%
Shares
4 transactions
Others Institutions Holding FPE
# of Institutions
484Shares Held
220MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY50.6MShares$873 Million0.06% of portfolio
-
Royal Bank Of Canada Toronto, A616.8MShares$290 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA13.7MShares$237 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$225 Million0.1% of portfolio
-
Ubs Group Ag9.53MShares$164 Million0.03% of portfolio