A detailed history of Clear Point Advisors Inc. transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Clear Point Advisors Inc. holds 7,661 shares of FPE stock, worth $137,361. This represents 0.11% of its overall portfolio holdings.

Number of Shares
7,661
Previous 7,761 1.29%
Holding current value
$137,361
Previous $134 Million 1.05%
% of portfolio
0.11%
Previous 0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$16.96 - $17.44 $1,696 - $1,744
-100 Reduced 1.29%
7,661 $133 Million
Q1 2024

May 15, 2024

BUY
$16.74 - $17.43 $2,494 - $2,597
149 Added 1.96%
7,761 $134 Million
Q4 2023

May 15, 2024

BUY
$15.46 - $16.92 $117,681 - $128,795
7,612 New
7,612 $128 Million

Others Institutions Holding FPE

About FIRST TR PFD SECS & INCOME ETF


  • Ticker FPE
  • Sector ETFs
  • Industry ETFs
More about FPE
Track This Portfolio

Track Clear Point Advisors Inc. Portfolio

Follow Clear Point Advisors Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clear Point Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on Clear Point Advisors Inc. with notifications on news.