Midwest Heritage Bank, Fsb First Tr Pfd Secs & Income ETF Transaction History

Midwest Heritage Bank, Fsb

$263 Million
Q3 2025

A detailed history of Midwest Heritage Bank, Fsb transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Midwest Heritage Bank, Fsb holds 375,173 shares of FPE stock, worth $6.87 Million. This represents 2.61% of its overall portfolio holdings.

Number of Shares

375,173

Previous 367,561 2.07%

Holding current value

$6.87 Million

Previous $6.54 Million 4.6%

% of portfolio

2.61%

Previous 2.64%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$17.81 - $18.39 $135,569 - $139,984	7,612 Added 2.07%	375,173 $6.84 Million
Q2 2025 Jul 16, 2025	BUY	$16.93 - $17.81 $129,853 - $136,602	7,670 Added 2.13%	367,561 $6.54 Million
Q1 2025 May 02, 2025	BUY	$17.53 - $17.87 $1.16 Million - $1.19 Million	66,427 Added 22.64%	359,891 $6.33 Million
Q4 2024 Feb 06, 2025	BUY	$17.65 - $18.18 $130,292 - $134,204	7,382 Added 2.58%	293,464 $5.19 Million
Q3 2024 Oct 18, 2024	BUY	$17.35 - $18.22 $205,771 - $216,089	11,860 Added 4.32%	286,082 $5.18 Million

Q2 2024 Jul 17, 2024	BUY	$16.96 - $17.44 $307,739 - $316,448	18,145 Added 7.09%	274,222 $4.76 Million
Q1 2024 Apr 23, 2024	BUY	$16.74 - $17.43 $647,670 - $674,366	38,690 Added 17.8%	256,077 $4.44 Million
Q4 2023 Jan 23, 2024	SELL	$15.46 - $16.92 $64,576 - $70,674	-4,177 Reduced 1.89%	217,387 $3.67 Million
Q3 2023 Oct 27, 2023	BUY	$15.88 - $16.28 $36,873 - $37,802	2,322 Added 1.06%	221,564 $3.54 Million
Q2 2023 Jul 26, 2023	BUY	$15.54 - $16.14 $257,979 - $267,940	16,601 Added 8.19%	219,242 $3.5 Million
Q1 2023 Apr 19, 2023	BUY	$15.34 - $18.23 $853,517 - $1.01 Million	55,640 Added 37.85%	202,641 $3.23 Million
Q4 2022 Jan 19, 2023	BUY	$16.29 - $17.16 $37,825 - $39,845	2,322 Added 1.6%	147,001 $0
Q3 2022 Oct 21, 2022	SELL	$16.66 - $18.32 $92,912 - $102,170	-5,577 Reduced 3.71%	144,679 $2.42 Million
Q2 2022 Jul 13, 2022	SELL	$17.23 - $19.08 $363,225 - $402,225	-21,081 Reduced 12.3%	150,256 $2.59 Million
Q1 2022 Apr 28, 2022	BUY	$18.67 - $20.32 $852,042 - $927,343	45,637 Added 36.31%	171,337 $3.26 Million
Q4 2021 Jan 28, 2022	BUY	$20.14 - $20.56 $2.53 Million - $2.58 Million	125,700 New	125,700 $2.55 Million

Others Institutions Holding FPE

# of Institutions

492

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Midwest Heritage Bank, Fsb, based on Form 13F filings with the SEC.

News

Stay updated on Midwest Heritage Bank, Fsb with notifications on news.

Account

Midwest Heritage Bank, Fsb First Tr Pfd Secs & Income ETF Transaction History