Southern Wealth Management, LLP First Tr ETF Iii Instl Pfd Sec Transaction History

Southern Wealth Management, LLP

  • $258 Million
  • Q1 2023

A detailed history of Southern Wealth Management, LLP transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Southern Wealth Management, LLP holds 10,627 shares of FPEI stock, worth $199,362. This represents 0.07% of its overall portfolio holdings.

Number of Shares
10,627
Previous 25,031 57.54%
Holding current value
$199,362
Previous $445,000 60.0%
% of portfolio
0.07%
Previous 0.18%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 12, 2023
SELL
$16.1 - $18.84 $231,904 - $271,371
-14,404 Reduced 57.54%
10,627 $178,000
Q4 2022

Feb 13, 2023
SELL
$17.15 - $18.04 $255,157 - $268,399
-14,878 Reduced 37.28%
25,031 $445,000
Q3 2022

Nov 14, 2022
SELL
$17.15 - $18.66 $289,869 - $315,391
-16,902 Reduced 29.75%
39,909 $690,000
Q2 2022

Aug 11, 2022
SELL
$17.72 - $19.46 $16.8 Million - $18.5 Million
-950,170 Reduced 94.36%
56,811 $1.01 Million
Q1 2022

May 16, 2022
BUY
$19.06 - $20.42 $19.2 Million - $20.6 Million
1,006,981 New
1,006,981 $19.5 Million

Others Institutions Holding FPEI

# of Institutions
191
Shares Held
65.6M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF III INSTL PFD SEC

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