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

Sequoia Financial Advisors, LLC

  • $11.5 Billion
  • Q4 2024

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 27,999 shares of FPE stock, worth $498,382. This represents 0.0% of its overall portfolio holdings.

Number of Shares
27,999
Previous 25,273 10.79%
Holding current value
$498,382
Previous $457,000 8.32%
% of portfolio
0.0%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
465
Shares Held
206M
Call Options Held
0
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
Track This Portfolio

Track Sequoia Financial Advisors, LLC Portfolio

Follow Sequoia Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sequoia Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequoia Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email