Sound View Wealth Advisors Group, LLC First Tr Pfd Secs & Income ETF Transaction History

Sound View Wealth Advisors Group, LLC

$1.23 Billion
Q4 2024

A detailed history of Sound View Wealth Advisors Group, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 14,701 shares of FPE stock, worth $261,824. This represents 0.02% of its overall portfolio holdings.

Number of Shares

14,701

Previous 14,669 0.22%

Holding current value

$261,824

Previous $265,000 1.89%

% of portfolio

0.02%

Previous 0.02%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$17.65 - $18.18 $564 - $581	32 Added 0.22%	14,701 $260,000
Q3 2024 Nov 12, 2024	BUY	$17.35 - $18.22 $520 - $546	30 Added 0.2%	14,669 $265,000
Q2 2024 Aug 05, 2024	BUY	$16.96 - $17.44 $508 - $523	30 Added 0.21%	14,639 $254,000
Q1 2024 May 09, 2024	BUY	$16.74 - $17.43 $686 - $714	41 Added 0.28%	14,609 $253,000
Q4 2023 Feb 08, 2024	SELL	$15.46 - $16.92 $36,392 - $39,829	-2,354 Reduced 13.91%	14,568 $245,000
Q3 2023 Nov 07, 2023	BUY	$15.88 - $16.28 $492 - $504	31 Added 0.18%	16,922 $270,000
Q2 2023 Aug 08, 2023	BUY	$15.54 - $16.14 $512 - $532	33 Added 0.2%	16,891 $269,000
Q1 2023 May 12, 2023	BUY	$15.34 - $18.23 $4,387 - $5,213	286 Added 1.73%	16,858 $269,000
Q4 2022 Feb 08, 2023	SELL	$16.29 - $17.16 $537 - $566	-33 Reduced 0.2%	16,572 $278,000
Q3 2022 Nov 08, 2022	BUY	$16.66 - $18.32 $416 - $458	25 Added 0.15%	16,605 $277,000
Q2 2022 Aug 05, 2022	BUY	$17.23 - $19.08 $413 - $457	24 Added 0.14%	16,580 $286,000
Q1 2022 May 11, 2022	BUY	$18.67 - $20.32 $392 - $426	21 Added 0.13%	16,556 $315,000
Q4 2021 Jan 20, 2022	BUY	$20.14 - $20.56 $382 - $390	19 Added 0.12%	16,535 $336,000
Q3 2021 Oct 21, 2021	BUY	$20.5 - $20.75 $471 - $477	23 Added 0.14%	16,516 $339,000
Q2 2021 Jul 21, 2021	SELL	$20.22 - $20.6 $18,359 - $18,704	-908 Reduced 5.22%	16,493 $340,000
Q1 2021 Apr 28, 2021	BUY	$19.95 - $20.37 $598 - $611	30 Added 0.17%	17,401 $351,000
Q4 2020 Feb 02, 2021	BUY	$19.15 - $20.31 $612 - $649	32 Added 0.18%	17,371 $351,000
Q3 2020 Nov 09, 2020	SELL	$18.45 - $19.5 $27,490 - $29,055	-1,490 Reduced 7.91%	17,339 $332,000
Q2 2020 Aug 07, 2020	SELL	$16.14 - $18.92 $2,308 - $2,705	-143 Reduced 0.75%	18,829 $347,000
Q1 2020 May 12, 2020	SELL	$13.6 - $20.48 $44,757 - $67,399	-3,291 Reduced 14.78%	18,972 $311,000
Q4 2019 Jan 27, 2020	SELL	$19.72 - $20.07 $101,341 - $103,139	-5,139 Reduced 18.75%	22,263 $447,000
Q3 2019 Nov 07, 2019	BUY	$19.37 - $19.84 $29,539 - $30,256	1,525 Added 5.89%	27,402 $541,000
Q2 2019 Aug 07, 2019	BUY	$19.06 - $19.39 $493,215 - $501,755	25,877 New	25,877 $502,000

Others Institutions Holding FPE

# of Institutions

482

Shares Held

221M

Call Options Held

Put Options Held

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About FIRST TR PFD SECS & INCOME ETF

Ticker FPE
Sector ETFs
Industry ETFs

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Sound View Wealth Advisors Group, LLC First Tr Pfd Secs & Income ETF Transaction History