Spire Wealth Management First Tr Pfd Secs & Income ETF Transaction History

Spire Wealth Management

$3.13 Billion
Q4 2024

A detailed history of Spire Wealth Management transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Spire Wealth Management holds 11,450 shares of FPE stock, worth $202,894. This represents 0.01% of its overall portfolio holdings.

Number of Shares

11,450

Holding current value

$202,894

% of portfolio

0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$17.65 - $18.18 $202,092 - $208,161	11,450 New	11,450 $202,000
Q2 2022 Jul 22, 2022	SELL	$17.23 - $19.08 $2.16 Million - $2.39 Million	-125,494 Closed	0 $0
Q1 2022 Apr 18, 2022	SELL	$18.67 - $20.32 $450,357 - $490,159	-24,122 Reduced 16.12%	125,494 $2.39 Million
Q4 2021 Jan 14, 2022	BUY	$20.14 - $20.56 $492,644 - $502,918	24,461 Added 19.54%	149,616 $3.04 Million
Q3 2021 Oct 22, 2021	BUY	$20.5 - $20.75 $1.34 Million - $1.35 Million	65,148 Added 108.57%	125,155 $2.57 Million
Q2 2021 Jul 26, 2021	BUY	$20.22 - $20.6 $137,415 - $139,997	6,796 Added 12.77%	60,007 $1.24 Million
Q1 2021 May 21, 2021	BUY	$19.95 - $20.37 $1.06 Million - $1.08 Million	53,211 New	53,211 $1.07 Million

Others Institutions Holding FPE

# of Institutions

451

Shares Held

195M

Call Options Held

Put Options Held

View Full List

About FIRST TR PFD SECS & INCOME ETF

Ticker FPE
Sector ETFs
Industry ETFs

More about FPE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Spire Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spire Wealth Management with notifications on news.

Account

Spire Wealth Management First Tr Pfd Secs & Income ETF Transaction History