Beacon Financial Advisory LLC First Tr ETF Iii Instl Pfd Sec Transaction History

Beacon Financial Advisory LLC

  • $280 Million
  • Q4 2024

A detailed history of Beacon Financial Advisory LLC transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 45,196 shares of FPEI stock, worth $848,328. This represents 0.3% of its overall portfolio holdings.

Number of Shares
45,196
Previous 32,935 37.23%
Holding current value
$848,328
Previous $628,000 34.55%
% of portfolio
0.3%
Previous 0.23%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$18.62 - $19.05 $228,299 - $233,572
12,261 Added 37.23%
45,196 $845,000
Q3 2024

Oct 30, 2024
BUY
$18.36 - $19.08 $157,638 - $163,820
8,586 Added 35.26%
32,935 $628,000
Q2 2024

Jul 26, 2024
BUY
$17.91 - $18.43 $436,090 - $448,752
24,349 New
24,349 $447,000

Others Institutions Holding FPEI

# of Institutions
186
Shares Held
64.3M
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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