Choice Wealth Advisors, LLC First Tr Pfd Secs & Income ETF Transaction History

Choice Wealth Advisors, LLC

  • $197 Million
  • Q3 2024

A detailed history of Choice Wealth Advisors, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Choice Wealth Advisors, LLC holds 301,085 shares of FPE stock, worth $5.3 Million. This represents 2.76% of its overall portfolio holdings.

Number of Shares
301,085
Previous 296,720 1.47%
Holding current value
$5.3 Million
Previous $5.15 Million 5.79%
% of portfolio
2.76%
Previous 2.77%

Shares

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

Oct 07, 2024
BUY
$17.35 - $18.22 $75,732 - $79,530
4,365 Added 1.47%
301,085 $5.45 Million
Q2 2024

Jul 15, 2024
BUY
$16.96 - $17.44 $137,918 - $141,822
8,132 Added 2.82%
296,720 $5.15 Million
Q1 2024

Apr 18, 2024
SELL
$16.74 - $17.43 $10,512 - $10,946
-628 Reduced 0.22%
288,588 $5 Million
Q4 2023

Jan 11, 2024
BUY
$15.46 - $16.92 $135,831 - $148,659
8,786 Added 3.13%
289,216 $4.88 Million
Q3 2023

Oct 10, 2023
BUY
$15.88 - $16.28 $22,724 - $23,296
1,431 Added 0.51%
280,430 $4.48 Million
Q2 2023

Jul 14, 2023
BUY
$15.54 - $16.14 $317,249 - $329,498
20,415 Added 7.89%
278,999 $4.46 Million
Q1 2023

Apr 06, 2023
BUY
$15.34 - $18.23 $33,563 - $39,887
2,188 Added 0.85%
258,584 $4.13 Million
Q4 2022

Jan 25, 2023
BUY
$16.29 - $17.16 $68,320 - $71,969
4,194 Added 1.66%
256,396 $0
Q3 2022

Nov 09, 2022
BUY
$16.66 - $18.32 $4.2 Million - $4.62 Million
252,202 New
252,202 $4.21 Million
Q2 2022

Aug 09, 2022
SELL
$17.23 - $19.08 $4.44 Million - $4.91 Million
-257,517 Closed
0 $0
Q1 2022

Apr 12, 2022
BUY
$18.67 - $20.32 $79,739 - $86,786
4,271 Added 1.69%
257,517 $4.86 Million
Q4 2021

Feb 14, 2022
BUY
$20.14 - $20.56 $299,501 - $305,747
14,871 Added 6.24%
253,246 $5.15 Million
Q3 2021

Oct 13, 2021
BUY
$20.5 - $20.75 $283,535 - $286,993
13,831 Added 6.16%
238,375 $4.9 Million
Q2 2021

Jul 23, 2021
BUY
$20.22 - $20.6 $313,308 - $319,197
15,495 Added 7.41%
224,544 $4.63 Million
Q1 2021

Apr 16, 2021
SELL
$19.95 - $20.37 $3.93 Million - $4.02 Million
-197,152 Closed
0 $0
Q4 2020

Feb 12, 2021
BUY
$19.15 - $20.31 $3.78 Million - $4 Million
197,152 New
197,152 $3.98 Million

Others Institutions Holding FPE

# of Institutions
440
Shares Held
193M
Call Options Held
0
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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