Core Wealth Advisors, Inc. First Tr ETF Iii Instl Pfd Sec Transaction History

Core Wealth Advisors, Inc.

  • $357 Million
  • Q3 2025

A detailed history of Core Wealth Advisors, Inc. transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Core Wealth Advisors, Inc. holds 16,026 shares of FPEI stock, worth $310,583. This represents 0.09% of its overall portfolio holdings.

Number of Shares
16,026
Holding current value
$310,583
% of portfolio
0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$18.93 - $19.47 $303,372 - $312,026
16,026 New
16,026 $309,000
Q1 2023

Apr 27, 2023
BUY
$16.1 - $18.84 $103,651 - $121,291
6,438 New
6,438 $107,000

Others Institutions Holding FPEI

# of Institutions
205
Shares Held
71.6M
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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