Balboa Wealth Partners First Tr Pfd Secs & Income ETF Transaction History

Balboa Wealth Partners

  • $572 Million
  • Q4 2025

A detailed history of Balboa Wealth Partners transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Balboa Wealth Partners holds 12,966 shares of FPE stock, worth $237,277. This represents 0.04% of its overall portfolio holdings.

Number of Shares
12,966
Previous 13,596 4.63%
Holding current value
$237,277
Previous $247,000 4.05%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Jan 16, 2026
SELL
$18.14 - $18.51 $11,428 - $11,661
-630 Reduced 4.63%
12,966 $237,000
Q3 2025

Nov 06, 2025
BUY
$17.81 - $18.39 $29,030 - $29,975
1,630 Added 13.62%
13,596 $247,000
Q2 2025

Jul 29, 2025
BUY
$16.93 - $17.81 $202,584 - $213,114
11,966 New
11,966 $212,000

Others Institutions Holding FPE

# of Institutions
497
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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