Foundations Investment Advisors, LLC First Tr Pfd Secs & Income ETF Transaction History

Foundations Investment Advisors, LLC

  • $6.26 Billion
  • Q3 2025

A detailed history of Foundations Investment Advisors, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 19,295 shares of FPE stock, worth $353,098. This represents 0.01% of its overall portfolio holdings.

Number of Shares
19,295
Previous 17,599 9.64%
Holding current value
$353,098
Previous $313,000 12.14%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 03, 2025
BUY
$17.81 - $18.39 $30,205 - $31,189
1,696 Added 9.64%
19,295 $351,000
Q2 2025

Aug 08, 2025
BUY
$16.93 - $17.81 $297,951 - $313,438
17,599 New
17,599 $313,000
Q3 2023

Oct 05, 2023
SELL
$15.88 - $16.28 $346,501 - $355,229
-21,820 Reduced 54.63%
18,120 $289,000
Q2 2023

Jul 19, 2023
BUY
$15.54 - $16.14 $620,667 - $644,631
39,940 New
39,940 $637,000

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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