Soa Wealth Advisors, Llc. First Tr Pfd Secs & Income ETF Transaction History

Soa Wealth Advisors, Llc.

  • $944 Million
  • Q4 2025

A detailed history of Soa Wealth Advisors, Llc. transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 54,042 shares of FPE stock, worth $988,968. This represents 0.1% of its overall portfolio holdings.

Number of Shares
54,042
Previous 51,085 5.79%
Holding current value
$988,968
Previous $931,000 6.12%
% of portfolio
0.1%
Previous 0.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026
BUY
$18.14 - $18.51 $53,639 - $54,734
2,957 Added 5.79%
54,042 $988,000
Q2 2025

Jul 18, 2025
SELL
$16.93 - $17.81 $23,515 - $24,738
-1,389 Reduced 2.65%
51,085 $909,000
Q1 2025

Apr 14, 2025
BUY
$17.53 - $17.87 $919,869 - $937,710
52,474 New
52,474 $923,000

Others Institutions Holding FPE

# of Institutions
500
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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