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

Hb Wealth Management, LLC

  • $14.5 Billion
  • Q3 2025

A detailed history of Hb Wealth Management, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Hb Wealth Management, LLC holds 26,744 shares of FPE stock, worth $489,415. This represents 0.0% of its overall portfolio holdings.

Number of Shares
26,744
Previous 25,789 3.7%
Holding current value
$489,415
Previous $459,000 6.1%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 23, 2025
BUY
$17.81 - $18.39 $17,008 - $17,562
955 Added 3.7%
26,744 $487,000
Q2 2025

Jul 17, 2025
SELL
$16.93 - $17.81 $18,148 - $19,092
-1,072 Reduced 3.99%
25,789 $459,000
Q1 2025

May 07, 2025
BUY
$17.53 - $17.87 $2,051 - $2,090
117 Added 0.44%
26,861 $472,000
Q4 2024

Jan 15, 2025
BUY
$17.65 - $18.18 $472,031 - $486,205
26,744 New
26,744 $473,000

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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