Capital Advisors Wealth Management, LLC First Tr ETF Iii Instl Pfd Sec Transaction History

Capital Advisors Wealth Management, LLC

  • $691 Million
  • Q4 2025

A detailed history of Capital Advisors Wealth Management, LLC transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 16,090 shares of FPEI stock, worth $311,824. This represents 0.05% of its overall portfolio holdings.

Number of Shares
16,090
Previous 15,338 4.9%
Holding current value
$311,824
Previous $296,000 5.07%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Jan 20, 2026
BUY
$19.25 - $19.51 $14,476 - $14,671
752 Added 4.9%
16,090 $311,000
Q3 2025

Oct 15, 2025
BUY
$18.93 - $19.47 $10,941 - $11,253
578 Added 3.92%
15,338 $296,000
Q2 2025

Aug 13, 2025
BUY
$17.99 - $18.99 $57,496 - $60,692
3,196 Added 27.64%
14,760 $280,000
Q1 2025

Apr 24, 2025
BUY
$18.54 - $18.88 $214,396 - $218,328
11,564 New
11,564 $216,000

Others Institutions Holding FPEI

# of Institutions
208
Shares Held
72M
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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