Key Client Fiduciary Advisors, LLC First Tr Pfd Secs & Income ETF Transaction History

Key Client Fiduciary Advisors, LLC

$242 Million
Q3 2025

A detailed history of Key Client Fiduciary Advisors, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Key Client Fiduciary Advisors, LLC holds 14,690 shares of FPE stock, worth $268,827. This represents 0.11% of its overall portfolio holdings.

Number of Shares

14,690

Previous 12,844 14.37%

Holding current value

$268,827

Previous $228,000 17.11%

% of portfolio

0.11%

Previous 0.1%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	BUY	$17.81 - $18.39 $32,877 - $33,947	1,846 Added 14.37%	14,690 $267,000
Q2 2025 Jul 09, 2025	BUY	$16.93 - $17.81 $34,384 - $36,172	2,031 Added 18.78%	12,844 $228,000
Q1 2025 Apr 10, 2025	BUY	$17.53 - $17.87 $189,551 - $193,228	10,813 New	10,813 $190,000
Q1 2024 Apr 15, 2024	SELL	$16.74 - $17.43 $703 - $732	-42 Reduced 0.37%	11,421 $197,000
Q4 2023 Jan 09, 2024	SELL	$15.46 - $16.92 $4,730 - $5,177	-306 Reduced 2.6%	11,463 $193,000

Q3 2023 Nov 14, 2023	SELL	$15.88 - $16.28 $91,421 - $93,723	-5,757 Reduced 32.85%	11,769 $187,000
Q2 2023 Jul 13, 2023	SELL	$15.54 - $16.14 $4,895 - $5,084	-315 Reduced 1.77%	17,526 $279,000
Q1 2023 Apr 25, 2023	SELL	$15.34 - $18.23 $64,366 - $76,493	-4,196 Reduced 19.04%	17,841 $284,000
Q4 2022 Jan 17, 2023	SELL	$16.29 - $17.16 $16,664 - $17,554	-1,023 Reduced 4.44%	22,037 $0
Q3 2022 Oct 12, 2022	SELL	$16.66 - $18.32 $116,003 - $127,562	-6,963 Reduced 23.19%	23,060 $385,000
Q2 2022 Jul 19, 2022	SELL	$17.23 - $19.08 $227,711 - $252,161	-13,216 Reduced 30.56%	30,023 $517,000
Q1 2022 Apr 18, 2022	BUY	$18.67 - $20.32 $474,274 - $516,188	25,403 Added 142.43%	43,239 $822,000
Q4 2021 Mar 01, 2022	BUY	$20.14 - $20.56 $359,217 - $366,708	17,836 New	17,836 $362,000

Others Institutions Holding FPE

# of Institutions

493

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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Key Client Fiduciary Advisors, LLC First Tr Pfd Secs & Income ETF Transaction History