A detailed history of Howard Financial Services, Ltd. transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Howard Financial Services, Ltd. holds 443,217 shares of FPE stock, worth $7.86 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares
443,217
Previous 352,511 25.73%
Holding current value
$7.86 Million
Previous $6.12 Million 31.1%
% of portfolio
1.17%
Previous 1.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024

BUY
$17.35 - $18.22 $1.57 Million - $1.65 Million
90,706 Added 25.73%
443,217 $8.02 Million
Q2 2024

Jul 12, 2024

BUY
$16.96 - $17.44 $1.77 Million - $1.82 Million
104,546 Added 42.16%
352,511 $6.12 Million
Q1 2024

Apr 16, 2024

BUY
$16.74 - $17.43 $855,263 - $890,516
51,091 Added 25.95%
247,965 $4.29 Million
Q4 2023

Jan 09, 2024

BUY
$15.46 - $16.92 $663,929 - $726,629
42,945 Added 27.9%
196,874 $3.32 Million
Q3 2023

Oct 10, 2023

BUY
$15.88 - $16.28 $1.05 Million - $1.08 Million
66,185 Added 75.43%
153,929 $2.46 Million
Q2 2023

Jul 12, 2023

SELL
$15.54 - $16.14 $373,364 - $387,779
-24,026 Reduced 21.5%
87,744 $1.4 Million
Q1 2023

Apr 05, 2023

BUY
$15.34 - $18.23 $7,900 - $9,388
515 Added 0.46%
111,770 $1.78 Million
Q4 2022

Jan 13, 2023

BUY
$16.29 - $17.16 $1.15 Million - $1.21 Million
70,434 Added 172.54%
111,255 $0
Q3 2022

Oct 12, 2022

BUY
$16.66 - $18.32 $680,077 - $747,840
40,821 New
40,821 $682,000

Others Institutions Holding FPE

About FIRST TR PFD SECS & INCOME ETF


  • Ticker FPE
  • Sector ETFs
  • Industry ETFs
More about FPE
Track This Portfolio

Track Howard Financial Services, Ltd. Portfolio

Follow Howard Financial Services, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Howard Financial Services, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Howard Financial Services, Ltd. with notifications on news.