New Edge Wealth, LLC First Tr Pfd Secs & Income ETF Transaction History

New Edge Wealth, LLC

$6.58 Billion
Q3 2025

A detailed history of New Edge Wealth, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, New Edge Wealth, LLC holds 28,324 shares of FPE stock, worth $518,329. This represents 0.01% of its overall portfolio holdings.

Number of Shares

28,324

Previous 28,324 -0.0%

Holding current value

$518,329

Previous $504,000 2.38%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$17.53 - $17.87 $256,323 - $261,295	-14,622 Reduced 34.05%	28,324 $498,000
Q4 2024 Feb 04, 2025	BUY	$17.65 - $18.18 $275,728 - $284,007	15,622 Added 57.17%	42,946 $760,000
Q3 2024 Nov 12, 2024	SELL	$17.35 - $18.22 $95,355 - $100,137	-5,496 Reduced 16.75%	27,324 $494,000
Q1 2024 May 06, 2024	SELL	$16.74 - $17.43 $73,337 - $76,360	-4,381 Reduced 11.78%	32,820 $568,000
Q2 2023 Aug 09, 2023	BUY	$15.54 - $16.14 $578,103 - $600,424	37,201 New	37,201 $594,000

Q4 2022 Feb 14, 2023	BUY	$16.29 - $17.16 $1.32 Million - $1.39 Million	81,242 New	81,242 $1.36 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

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New Edge Wealth, LLC First Tr Pfd Secs & Income ETF Transaction History