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

Atticus Wealth Management, LLC

$285 Million
Q3 2024

A detailed history of Atticus Wealth Management, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Atticus Wealth Management, LLC holds 15,030 shares of FPE stock, worth $266,481. This represents 0.1% of its overall portfolio holdings.

Number of Shares

15,030

Previous 20,753 27.58%

Holding current value

$266,481

Previous $360,000 24.44%

% of portfolio

0.1%

Previous 0.13%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$17.35 - $18.22 $99,294 - $104,273	-5,723 Reduced 27.58%	15,030 $272,000
Q2 2024 Jul 17, 2024	SELL	$16.96 - $17.44 $153,504 - $157,849	-9,051 Reduced 30.37%	20,753 $360,000
Q1 2024 Apr 17, 2024	BUY	$16.74 - $17.43 $9,508 - $9,900	568 Added 1.94%	29,804 $516,000
Q4 2023 Jan 17, 2024	SELL	$15.46 - $16.92 $66,029 - $72,265	-4,271 Reduced 12.75%	29,236 $492,000
Q3 2023 Nov 15, 2023	BUY	$15.88 - $16.28 $8,130 - $8,335	512 Added 1.55%	33,507 $535,000
Q2 2023 Jul 20, 2023	SELL	$15.54 - $16.14 $5.92 Million - $6.15 Million	-381,268 Reduced 92.04%	32,995 $526,000
Q1 2023 Apr 17, 2023	BUY	$15.34 - $18.23 $2.41 Million - $2.86 Million	156,827 Added 60.92%	414,263 $6.61 Million
Q4 2022 Jan 31, 2023	BUY	$16.29 - $17.16 $1.32 Million - $1.39 Million	81,168 Added 46.05%	257,436 $4.32 Million
Q2 2022 Jul 13, 2022	BUY	$17.23 - $19.08 $3.04 Million - $3.36 Million	176,268 New	176,268 $3.04 Million

Others Institutions Holding FPE

# of Institutions

440

Shares Held

195M

Call Options Held

Put Options Held

View Full List

About FIRST TR PFD SECS & INCOME ETF

Ticker FPE
Sector ETFs
Industry ETFs

More about FPE

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