Congress Wealth Management LLC First Tr Pfd Secs & Income ETF Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

A detailed history of Congress Wealth Management LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 35,000 shares of FPE stock, worth $640,500. This represents 0.01% of its overall portfolio holdings.

Number of Shares
35,000
Previous 35,285 0.81%
Holding current value
$640,500
Previous $620,000 0.48%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$16.93 - $17.81 $4,825 - $5,075
-285 Reduced 0.81%
35,000 $623,000
Q1 2025

May 14, 2025
BUY
$17.53 - $17.87 $618,546 - $630,542
35,285 New
35,285 $620,000

Others Institutions Holding FPE

# of Institutions
492
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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