Roi Financial Advisors, LLC First Tr Pfd Secs & Income ETF Transaction History

Roi Financial Advisors, LLC

$167 Billion
Q3 2025

A detailed history of Roi Financial Advisors, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Roi Financial Advisors, LLC holds 116,186 shares of FPE stock, worth $2.13 Million. This represents 1.27% of its overall portfolio holdings.

Number of Shares

116,186

Previous 82,120 41.48%

Holding current value

$2.13 Million

Previous $1.46 Billion 44.98%

% of portfolio

1.27%

Previous 0.93%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$17.81 - $18.39 $606,715 - $626,473	34,066 Added 41.48%	116,186 $2.12 Billion
Q2 2025 Aug 05, 2025	BUY	$16.93 - $17.81 $361,286 - $380,065	21,340 Added 35.11%	82,120 $1.46 Billion
Q1 2025 May 09, 2025	BUY	$17.53 - $17.87 $47,015 - $47,927	2,682 Added 4.62%	60,780 $1.07 Billion
Q4 2024 Feb 12, 2025	BUY	$17.65 - $18.18 $6,918 - $7,126	392 Added 0.68%	58,098 $1.03 Billion
Q3 2024 Nov 05, 2024	BUY	$17.35 - $18.22 $46,185 - $48,501	2,662 Added 4.84%	57,706 $1.04 Billion

Q2 2024 Aug 09, 2024	BUY	$16.96 - $17.44 $69,044 - $70,998	4,071 Added 7.99%	55,044 $960 Million
Q1 2024 May 13, 2024	SELL	$16.74 - $17.43 $8,637 - $8,993	-516 Reduced 1.0%	50,973 $883 Million
Q4 2023 Feb 13, 2024	BUY	$15.46 - $16.92 $796,019 - $871,193	51,489 New	51,489 $868 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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Roi Financial Advisors, LLC First Tr Pfd Secs & Income ETF Transaction History