River Tree Advisors, LLC First Tr Pfd Secs & Income ETF Transaction History

River Tree Advisors, LLC

$133 Million
Q1 2025

A detailed history of River Tree Advisors, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, River Tree Advisors, LLC holds 55,980 shares of FPE stock, worth $960,616. This represents 0.74% of its overall portfolio holdings.

Number of Shares

55,980

Previous 51,738 8.2%

Holding current value

$960,616

Previous $915,000 7.54%

% of portfolio

0.74%

Previous 0.64%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	BUY	$17.53 - $17.87 $74,362 - $75,804	4,242 Added 8.2%	55,980 $984,000
Q4 2024 Jan 16, 2025	BUY	$17.65 - $18.18 $913,175 - $940,596	51,738 New	51,738 $915,000
Q3 2022 Oct 13, 2022	BUY	$16.66 - $18.32 $229,541 - $252,412	13,778 Added 5.05%	286,637 $4.79 Million
Q2 2022 Aug 12, 2022	SELL	$17.23 - $19.08 $140,441 - $155,521	-8,151 Reduced 2.9%	272,859 $4.7 Million
Q1 2022 Apr 25, 2022	SELL	$18.67 - $20.32 $454,558 - $494,731	-24,347 Reduced 7.97%	281,010 $5.35 Million
Q4 2021 Jan 18, 2022	BUY	$20.14 - $20.56 $344,353 - $351,534	17,098 Added 5.93%	305,357 $6.21 Million
Q3 2021 Oct 28, 2021	BUY	$20.5 - $20.75 $2.26 Million - $2.29 Million	110,131 Added 61.83%	288,259 $5.92 Million
Q2 2021 Aug 10, 2021	SELL	$20.22 - $20.6 $134,422 - $136,948	-6,648 Reduced 3.6%	178,128 $3.67 Million
Q1 2021 Aug 10, 2021	BUY	$19.95 - $20.37 $87,540 - $89,383	4,388 Added 2.43%	184,776 $3.72 Million
Q4 2020 Aug 10, 2021	BUY	$19.15 - $20.31 $3.45 Million - $3.66 Million	180,388 New	180,388 $3.64 Million

Others Institutions Holding FPE

# of Institutions

484

Shares Held

220M

Call Options Held

Put Options Held

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About FIRST TR PFD SECS & INCOME ETF

Ticker FPE
Sector ETFs
Industry ETFs

More about FPE

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River Tree Advisors, LLC First Tr Pfd Secs & Income ETF Transaction History