Golden State Wealth Management, LLC First Tr Pfd Secs & Income ETF Transaction History

Golden State Wealth Management, LLC

$906 Billion
Q3 2025

A detailed history of Golden State Wealth Management, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 133,467 shares of FPE stock, worth $2.44 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

133,467

Previous 123,355 8.2%

Holding current value

$2.44 Million

Previous $2.2 Billion 10.87%

% of portfolio

0.27%

Previous 0.27%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$17.81 - $18.39 $180,094 - $185,959	10,112 Added 8.2%	133,467 $2.43 Billion
Q2 2025 Aug 06, 2025	BUY	$16.93 - $17.81 $16,269 - $17,115	961 Added 0.79%	123,355 $2.2 Billion
Q1 2025 Apr 24, 2025	SELL	$17.53 - $17.87 $2.15 Million - $2.19 Million	-122,368 Reduced 49.99%	122,394 $2.15 Billion
Q1 2025 Apr 23, 2025	BUY	$17.53 - $17.87 $2.64 Million - $2.7 Million	150,821 Added 160.55%	244,762 $4.31 Million
Q4 2024 Jan 28, 2025	BUY	$17.65 - $18.18 $1.66 Million - $1.71 Million	93,941 New	93,941 $1.66 Billion

Q4 2020 Jan 28, 2021	SELL	$19.15 - $20.31 $151,878 - $161,078	-7,931 Closed	0 $0
Q3 2020 Nov 12, 2020	BUY	$18.45 - $19.5 $146,326 - $154,654	7,931 New	7,931 $152,000
Q2 2020 Aug 11, 2020	SELL	$16.14 - $18.92 $186,110 - $218,166	-11,531 Closed	0 $0
Q1 2020 Apr 17, 2020	BUY	$13.6 - $20.48 $156,821 - $236,154	11,531 New	11,531 $189,000

Others Institutions Holding FPE

# of Institutions

492

Shares Held

245M

Call Options Held

10.2K

Put Options Held

View Full List

About FIRST TR PFD SECS & INCOME ETF

Ticker FPE
Sector ETFs
Industry ETFs

More about FPE

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Golden State Wealth Management, LLC First Tr Pfd Secs & Income ETF Transaction History