Appleton Partners Inc First Tr Pfd Secs & Income ETF Transaction History

Appleton Partners Inc

  • $1.52 Billion
  • Q4 2025

A detailed history of Appleton Partners Inc transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Appleton Partners Inc holds 203,925 shares of FPE stock, worth $3.73 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
203,925
Previous 161,244 26.47%
Holding current value
$3.73 Million
Previous $2.94 Million 26.35%
% of portfolio
0.24%
Previous 0.2%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 09, 2026
BUY
$18.14 - $18.51 $774,233 - $790,025
42,681 Added 26.47%
203,925 $3.72 Million
Q3 2025

Nov 05, 2025
BUY
$17.81 - $18.39 $2.63 Million - $2.72 Million
147,637 Added 1085.01%
161,244 $2.94 Million
Q2 2025

Jul 22, 2025
BUY
$16.93 - $17.81 $230,366 - $242,340
13,607 New
13,607 $242,000

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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