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

Iht Wealth Management, LLC

  • $3.68 Billion
  • Q3 2025

A detailed history of Iht Wealth Management, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Iht Wealth Management, LLC holds 180,989 shares of FPE stock, worth $3.31 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
180,989
Previous 176,853 2.34%
Holding current value
$3.31 Million
Previous $3.15 Million 4.89%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Nov 14, 2025
BUY
$17.81 - $18.39 $73,662 - $76,061
4,136 Added 2.34%
180,989 $3.3 Million
Q2 2025

Aug 14, 2025
BUY
$16.93 - $17.81 $37,550 - $39,502
2,218 Added 1.27%
176,853 $3.15 Million
Q1 2025

May 15, 2025
BUY
$17.53 - $17.87 $308,755 - $314,744
17,613 Added 11.22%
174,635 $3.07 Million
Q4 2024

Feb 14, 2025
SELL
$17.65 - $18.18 $2,965 - $3,054
-168 Reduced 0.11%
157,022 $2.78 Million
Q3 2024

Nov 14, 2024
SELL
$17.35 - $18.22 $21,514 - $22,592
-1,240 Reduced 0.78%
157,190 $2.85 Million
Q2 2024

Aug 14, 2024
SELL
$16.96 - $17.44 $15,518 - $15,957
-915 Reduced 0.57%
158,430 $2.75 Million
Q1 2024

May 15, 2024
SELL
$16.74 - $17.43 $19,619 - $20,427
-1,172 Reduced 0.73%
159,345 $2.76 Million
Q4 2023

Feb 14, 2024
SELL
$15.46 - $16.92 $164,989 - $180,570
-10,672 Reduced 6.23%
160,517 $2.71 Million
Q3 2023

Nov 14, 2023
BUY
$15.88 - $16.28 $108,095 - $110,817
6,807 Added 4.14%
171,189 $2.73 Million
Q2 2023

Aug 14, 2023
BUY
$15.54 - $16.14 $185,376 - $192,534
11,929 Added 7.82%
164,382 $2.63 Million
Q1 2023

May 15, 2023
BUY
$15.34 - $18.23 $47,952 - $56,986
3,126 Added 2.09%
152,453 $2.43 Million
Q4 2022

Feb 14, 2023
SELL
$16.29 - $17.16 $369,701 - $389,446
-22,695 Reduced 13.19%
149,327 $2.51 Million
Q3 2022

Nov 22, 2022
BUY
$16.66 - $18.32 $66,256 - $72,858
3,977 Added 2.37%
172,022 $2.87 Million
Q2 2022

Aug 15, 2022
SELL
$17.23 - $19.08 $9,131 - $10,112
-530 Reduced 0.31%
168,045 $2.9 Million
Q1 2022

May 16, 2022
SELL
$18.67 - $20.32 $496,117 - $539,963
-26,573 Reduced 13.62%
168,575 $3.21 Million
Q4 2021

Feb 14, 2022
BUY
$20.14 - $20.56 $121,283 - $123,812
6,022 Added 3.18%
195,148 $3.97 Million
Q3 2021

Nov 15, 2021
SELL
$20.5 - $20.75 $187,411 - $189,696
-9,142 Reduced 4.61%
189,126 $3.89 Million
Q2 2021

Aug 16, 2021
SELL
$20.22 - $20.6 $2.92 Million - $2.97 Million
-144,228 Reduced 42.11%
198,268 $4.08 Million
Q1 2021

May 18, 2021
BUY
$19.95 - $20.37 $3.55 Million - $3.62 Million
177,751 Added 107.89%
342,496 $6.9 Million
Q4 2020

Feb 17, 2021
BUY
$19.15 - $20.31 $289,356 - $306,884
15,110 Added 10.1%
164,745 $3.33 Million
Q3 2020

Nov 19, 2020
BUY
$18.45 - $19.5 $115,792 - $122,382
6,276 Added 4.38%
149,635 $2.87 Million
Q2 2020

Aug 14, 2020
BUY
$16.14 - $18.92 $390,491 - $457,750
24,194 Added 20.3%
143,359 $2.64 Million
Q1 2020

May 13, 2020
SELL
$13.6 - $20.48 $88,685 - $133,550
-6,521 Reduced 5.19%
119,165 $1.95 Million
Q4 2019

Feb 18, 2020
BUY
$19.72 - $20.07 $794,913 - $809,021
40,310 Added 47.21%
125,686 $2.52 Million
Q3 2019

Nov 15, 2019
SELL
$19.37 - $19.84 $167,705 - $171,774
-8,658 Reduced 9.21%
85,376 $1.69 Million
Q2 2019

Aug 12, 2019
BUY
$19.06 - $19.39 $638,052 - $649,099
33,476 Added 55.28%
94,034 $1.82 Million
Q1 2019

May 16, 2019
BUY
$17.98 - $19.09 $1.09 Million - $1.16 Million
60,558 New
60,558 $1.15 Million
Q2 2018

Aug 13, 2018
SELL
$19.02 - $19.6 $13,789 - $14,210
-725 Closed
0 $0
Q1 2018

May 15, 2018
SELL
$19.46 - $20.07 $38 - $40
-2 Reduced 0.28%
725 $14,000
Q4 2017

Feb 14, 2018
BUY
$19.98 - $20.19 $4,695 - $4,744
235 Added 47.76%
727 $15,000
Q3 2017

Nov 14, 2017
BUY
$20.07 - $20.08 $9,874 - $9,879
492
492 $10,000

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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