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

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024

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 735,195 shares of FPE stock, worth $13 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares
735,195
Previous 619,195 18.73%
Holding current value
$13 Million
Previous $11.2 Billion 16.11%
% of portfolio
0.98%
Previous 0.8%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
451
Shares Held
195M
Call Options Held
0
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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