Kingswood Wealth Advisors, LLC First Tr Pfd Secs & Income ETF Transaction History

Kingswood Wealth Advisors, LLC

$1.65 Trillion
Q3 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 1,171,723 shares of FPE stock, worth $21.4 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares

1,171,723

Previous 812,847 44.15%

Holding current value

$21.4 Million

Previous $14.5 Billion 47.71%

% of portfolio

1.29%

Previous 1.14%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$17.81 - $18.39 $6.39 Million - $6.6 Million	358,876 Added 44.15%	1,171,723 $21.4 Billion
Q2 2025 Jul 23, 2025	BUY	$16.93 - $17.81 $6.43 Million - $6.76 Million	379,640 Added 87.63%	812,847 $14.5 Billion
Q1 2025 Jul 25, 2025	SELL	$17.53 - $17.87 $6.98 Million - $7.11 Million	-398,040 Reduced 48.97%	414,807 $7.3 Billion
Q1 2025 Apr 21, 2025	SELL	$17.53 - $17.87 $5.29 Million - $5.4 Million	-301,988 Reduced 41.08%	433,207 $7.62 Billion
Q4 2024 Jan 22, 2025	BUY	$17.65 - $18.18 $2.05 Million - $2.11 Million	116,000 Added 18.73%	735,195 $13 Billion

Q3 2024 Oct 21, 2024	BUY	$17.35 - $18.22 $10.2 Million - $10.7 Million	589,573 Added 1990.32%	619,195 $11.2 Billion
Q2 2024 Jul 09, 2024	BUY	$16.96 - $17.44 $199,670 - $205,321	11,773 Added 65.96%	29,622 $514 Million
Q1 2024 Apr 15, 2024	BUY	$16.74 - $17.43 $42,168 - $43,906	2,519 Added 16.43%	17,849 $309 Million
Q4 2023 Jan 16, 2024	BUY	$15.46 - $16.92 $237,001 - $259,383	15,330 New	15,330 $258 Million

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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Kingswood Wealth Advisors, LLC First Tr Pfd Secs & Income ETF Transaction History