Peterson Wealth Management First Tr ETF Iii Instl Pfd Sec Transaction History

Peterson Wealth Management

$156 Million
Q3 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 22, 2024	SELL	$16.46 - $17.9 $1.83 Million - $1.99 Million	-111,314 Reduced 54.75%	92,016 $1.64 Million
Q3 2023 Nov 14, 2023	SELL	$16.82 - $17.25 $424,318 - $435,165	-25,227 Reduced 11.04%	203,330 $3.43 Million
Q2 2023 Aug 17, 2023	SELL	$16.43 - $16.99 $266,166 - $275,238	-16,200 Reduced 6.62%	228,557 $3.85 Million
Q1 2023 Aug 17, 2023	SELL	$16.1 - $18.84 $966,869 - $1.13 Million	-60,054 Reduced 19.7%	244,757 $4.1 Million
Q4 2022 Feb 07, 2023	SELL	$17.15 - $18.04 $173,901 - $182,925	-10,140 Reduced 3.22%	304,811 $5.43 Million
Q3 2022 Oct 13, 2022	BUY	$17.15 - $18.66 $394,964 - $429,739	23,030 Added 7.89%	314,951 $5.4 Million
Q2 2022 Aug 03, 2022	SELL	$17.72 - $19.46 $1.16 Million - $1.27 Million	-65,346 Reduced 18.29%	291,921 $5.17 Million
Q1 2022 Apr 26, 2022	BUY	$19.06 - $20.42 $1.33 Million - $1.43 Million	69,817 Added 24.29%	357,267 $6.93 Million
Q4 2021 Feb 09, 2022	BUY	$20.26 - $20.68 $472,503 - $482,298	23,322 Added 8.83%	287,450 $5.86 Million
Q3 2021 Nov 12, 2021	BUY	$20.65 - $20.85 $80,411 - $81,189	3,894 Added 1.5%	264,128 $5.45 Million
Q2 2021 Aug 03, 2021	SELL	$20.31 - $20.67 $1.88 Million - $1.92 Million	-92,739 Reduced 26.27%	260,234 $5.38 Million
Q1 2021 Apr 19, 2021	SELL	$20.13 - $20.61 $1.26 Million - $1.29 Million	-62,619 Reduced 15.07%	352,973 $7.15 Million
Q4 2020 Mar 10, 2021	BUY	$19.35 - $20.41 $214,901 - $226,673	11,106 Added 2.75%	415,592 $8.47 Million
Q3 2020 Nov 03, 2020	SELL	$18.78 - $19.69 $84,434 - $88,526	-4,496 Reduced 1.1%	404,486 $7.84 Million
Q2 2020 Jul 22, 2020	BUY	$16.41 - $18.98 $347,219 - $401,597	21,159 Added 5.46%	408,982 $7.71 Million
Q1 2020 Apr 23, 2020	BUY	$14.8 - $20.49 $276,863 - $383,306	18,707 Added 5.07%	387,823 $6.56 Million
Q4 2019 Jan 17, 2020	BUY	$19.64 - $20.11 $7.25 Million - $7.42 Million	369,116 New	369,116 $7.47 Million

Others Institutions Holding FPEI

# of Institutions

177

Shares Held

59.9M

Call Options Held

0

Put Options Held

0

About FIRST TR ETF III INSTL PFD SEC

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