Lokken Investment Group LLC First Tr Pfd Secs & Income ETF Transaction History

Lokken Investment Group LLC

  • $254 Million
  • Q3 2025

A detailed history of Lokken Investment Group LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Lokken Investment Group LLC holds 323,059 shares of FPE stock, worth $5.91 Million. This represents 2.32% of its overall portfolio holdings.

Number of Shares
323,059
Previous 327,087 1.23%
Holding current value
$5.91 Million
Previous $5.82 Million 1.2%
% of portfolio
2.32%
Previous 2.51%

Shares

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

Nov 04, 2025
SELL
$17.81 - $18.39 $71,738 - $74,074
-4,028 Reduced 1.23%
323,059 $5.89 Million
Q2 2025

Jul 23, 2025
SELL
$16.93 - $17.81 $342,798 - $360,616
-20,248 Reduced 5.83%
327,087 $5.82 Million
Q1 2025

May 01, 2025
BUY
$17.53 - $17.87 $501,217 - $510,939
28,592 Added 8.97%
347,335 $6.11 Million
Q4 2024

Feb 12, 2025
BUY
$17.65 - $18.18 $53,920 - $55,539
3,055 Added 0.97%
318,743 $5.64 Million
Q3 2024

Nov 12, 2024
BUY
$17.35 - $18.22 $5.48 Million - $5.75 Million
315,688 New
315,688 $5.71 Million

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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