A detailed history of Avantax Planning Partners, Inc. transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 35,256 shares of FPE stock, worth $625,088. This represents 0.02% of its overall portfolio holdings.

Number of Shares
35,256
Previous 34,752 1.45%
Holding current value
$625,088
Previous $603,000 5.8%
% of portfolio
0.02%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$17.35 - $18.22 $8,744 - $9,182
504 Added 1.45%
35,256 $638,000
Q2 2024

Aug 09, 2024

BUY
$16.96 - $17.44 $589,393 - $606,074
34,752 New
34,752 $603,000
Q3 2023

Nov 03, 2023

SELL
$15.88 - $16.28 $9,909 - $10,158
-624 Reduced 5.72%
10,285 $164,000
Q2 2023

Jul 17, 2023

BUY
$15.54 - $16.14 $169,525 - $176,071
10,909 New
10,909 $174,000
Q4 2022

Feb 09, 2023

SELL
$16.29 - $17.16 $338,994 - $357,099
-20,810 Reduced 44.23%
26,238 $440,000
Q3 2022

Oct 14, 2022

BUY
$16.66 - $18.32 $42,166 - $46,367
2,531 Added 5.69%
47,048 $786,000
Q2 2022

Jul 18, 2022

BUY
$17.23 - $19.08 $767,027 - $849,384
44,517 New
44,517 $767,000
Q4 2018

Feb 14, 2019

SELL
$17.82 - $19.07 $64,365 - $68,880
-3,612 Closed
0 $0
Q3 2018

Nov 13, 2018

BUY
$19.07 - $19.3 $68,880 - $69,711
3,612 New
3,612 $69,000
Q2 2018

Aug 13, 2018

SELL
$19.02 - $19.6 $12,001 - $12,367
-631 Closed
0 $0
Q1 2018

May 15, 2018

BUY
$19.46 - $20.07 $12,279 - $12,664
631 New
631 $12,000

Others Institutions Holding FPE

About FIRST TR PFD SECS & INCOME ETF


  • Ticker FPE
  • Sector ETFs
  • Industry ETFs
More about FPE
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