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

Sequoia Financial Advisors, LLC

  • $14.6 Billion
  • Q3 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 19,578 shares of FPE stock, worth $358,277. This represents 0.0% of its overall portfolio holdings.

Number of Shares
19,578
Holding current value
$358,277
% of portfolio
0.0%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025
BUY
$17.81 - $18.39 $348,684 - $360,039
19,578 New
19,578 $357,000
Q2 2025

Jul 25, 2025
SELL
$16.93 - $17.81 $15,203 - $15,993
-898 Reduced 4.37%
19,649 $349,000
Q1 2025

Apr 23, 2025
SELL
$17.53 - $17.87 $130,633 - $133,167
-7,452 Reduced 26.62%
20,547 $361,000
Q4 2024

Aug 08, 2025
BUY
$17.65 - $18.18 $147,377 - $151,803
8,350 Added 42.5%
27,999 $495,000
Q4 2024

Feb 07, 2025
BUY
$17.65 - $18.18 $48,113 - $49,558
2,726 Added 10.79%
27,999 $495,000
Q3 2024

Oct 21, 2024
BUY
$17.35 - $18.22 $884 - $929
51 Added 0.2%
25,273 $457,000
Q4 2023

Jan 25, 2024
BUY
$15.46 - $16.92 $120,618 - $132,009
7,802 Added 44.79%
25,222 $425,000
Q3 2023

Nov 08, 2023
BUY
$15.88 - $16.28 $8,098 - $8,302
510 Added 3.02%
17,420 $278,000
Q2 2023

Aug 08, 2023
BUY
$15.54 - $16.14 $75,058 - $77,956
4,830 Added 39.98%
16,910 $270,000
Q1 2023

Apr 24, 2023
BUY
$15.34 - $18.23 $185,307 - $220,218
12,080 New
12,080 $192,000
Q1 2021

May 14, 2021
SELL
$19.95 - $20.37 $1.38 Million - $1.41 Million
-69,416 Closed
0 $0
Q4 2020

Feb 12, 2021
BUY
$19.15 - $20.31 $99,005 - $105,002
5,170 Added 8.05%
69,416 $1.4 Million
Q3 2020

Oct 23, 2020
BUY
$18.45 - $19.5 $382,782 - $404,566
20,747 Added 47.7%
64,246 $1.23 Million
Q2 2020

Aug 25, 2020
BUY
$16.14 - $18.92 $702,073 - $823,001
43,499 New
43,499 $801,000
Q2 2020

Aug 11, 2020
SELL
$16.14 - $18.92 $648,747 - $760,489
-40,195 Closed
0 $801,000
Q1 2020

May 11, 2020
BUY
$13.6 - $20.48 $214,064 - $322,355
15,740 Added 64.36%
40,195 $659,000
Q4 2019

Feb 13, 2020
BUY
$19.72 - $20.07 $482,252 - $490,811
24,455 New
24,455 $491,000

Others Institutions Holding FPE

# of Institutions
492
Shares Held
245M
Call Options Held
10.2K
Put Options Held
0
View Full List

About FIRST TR PFD SECS & INCOME ETF

FPE Quotes by TradingView
  • Ticker FPE
  • Sector ETFs
  • Industry ETFs
More about FPE
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