A detailed history of Silver Oak Securities, Inc transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Silver Oak Securities, Inc holds 53,225 shares of FPEI stock, worth $1.03 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
53,225
Previous 31,358 69.73%
Holding current value
$1.03 Million
Previous $595,000 72.94%
% of portfolio
0.08%
Previous 0.05%

Shares

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

Oct 21, 2025

BUY
$18.93 - $19.47 $413,942 - $425,750
21,867 Added 69.73%
53,225 $1.03 Million
Q2 2025

Jul 11, 2025

BUY
$17.99 - $18.99 $449 - $474
25 Added 0.08%
31,358 $595,000
Q1 2025

Apr 28, 2025

SELL
$18.54 - $18.88 $2.3 Million - $2.34 Million
-124,203 Reduced 79.85%
31,333 $585,000
Q1 2025

Apr 21, 2025

BUY
$18.54 - $18.88 $2.32 Million - $2.36 Million
125,021 Added 409.7%
155,536 $2.91 Million
Q4 2024

Jan 27, 2025

BUY
$18.62 - $19.05 $89,338 - $91,401
4,798 Added 18.66%
30,515 $570,000
Q3 2024

Oct 23, 2024

BUY
$18.36 - $19.08 $191,182 - $198,680
10,413 Added 68.04%
25,717 $490,000
Q2 2024

Jul 12, 2024

BUY
$17.91 - $18.43 $35,193 - $36,214
1,965 Added 14.73%
15,304 $281,000
Q1 2024

May 10, 2024

BUY
$17.7 - $18.26 $52,533 - $54,195
2,968 Added 28.62%
13,339 $243,000
Q4 2023

Feb 05, 2024

BUY
$16.46 - $17.9 $170,706 - $185,640
10,371 New
10,371 $184,000

Others Institutions Holding FPEI

About FIRST TR ETF III INSTL PFD SEC


  • Ticker FPEI
  • Sector ETFs
  • Industry ETFs
More about FPEI
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