Balanced Rock Investment Advisor First Tr ETF Iii Instl Pfd Sec Transaction History

Balanced Rock Investment Advisor

  • $128 Billion
  • Q3 2024

A detailed history of Balanced Rock Investment Advisor transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 13,474 shares of FPEI stock, worth $251,963. This represents 0.2% of its overall portfolio holdings.

Number of Shares
13,474
Previous 11,927 12.97%
Holding current value
$251,963
Previous $219 Million 17.28%
% of portfolio
0.2%
Previous 0.18%

Shares

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

Nov 13, 2024
BUY
$18.36 - $19.08 $28,402 - $29,516
1,547 Added 12.97%
13,474 $257 Million
Q2 2024

Jul 31, 2024
BUY
$17.91 - $18.43 $213,612 - $219,814
11,927 New
11,927 $219 Million

Others Institutions Holding FPEI

# of Institutions
168
Shares Held
59.2M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF III INSTL PFD SEC

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