Stockman Wealth Management, Inc. First Tr Pfd Secs & Income ETF Transaction History

Stockman Wealth Management, Inc.

  • $654 Million
  • Q1 2025

A detailed history of Stockman Wealth Management, Inc. transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Stockman Wealth Management, Inc. holds 24,230 shares of FPE stock, worth $418,209. This represents 0.07% of its overall portfolio holdings.

Number of Shares
24,230
Previous 24,228 0.01%
Holding current value
$418,209
Previous $428,000 0.47%
% of portfolio
0.07%
Previous 0.07%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
BUY
$17.53 - $17.87 $35 - $35
2 Added 0.01%
24,230 $426,000
Q4 2024

Jan 28, 2025
SELL
$17.65 - $18.18 $144,994 - $149,348
-8,215 Reduced 25.32%
24,228 $428,000
Q3 2024

Nov 04, 2024
SELL
$17.35 - $18.22 $12,231 - $12,845
-705 Reduced 2.13%
32,443 $587,000
Q2 2024

Jul 31, 2024
SELL
$16.96 - $17.44 $43,553 - $44,785
-2,568 Reduced 7.19%
33,148 $575,000
Q1 2024

Apr 17, 2024
BUY
$16.74 - $17.43 $1,037 - $1,080
62 Added 0.17%
35,716 $618,000
Q4 2023

Feb 01, 2024
BUY
$15.46 - $16.92 $29,018 - $31,758
1,877 Added 5.56%
35,654 $601,000
Q3 2023

Oct 31, 2023
SELL
$15.88 - $16.28 $57,866 - $59,324
-3,644 Reduced 9.74%
33,777 $539,000
Q2 2023

Aug 02, 2023
SELL
$15.54 - $16.14 $15,446 - $16,043
-994 Reduced 2.59%
37,421 $597,000
Q1 2023

May 04, 2023
SELL
$15.34 - $18.23 $341,253 - $405,544
-22,246 Reduced 36.67%
38,415 $613,000
Q4 2022

Feb 07, 2023
SELL
$16.29 - $17.16 $1.96 Million - $2.06 Million
-120,015 Reduced 66.43%
60,661 $1.02 Million
Q3 2022

Nov 07, 2022
SELL
$16.66 - $18.32 $565,390 - $621,725
-33,937 Reduced 15.81%
180,676 $3.02 Million
Q2 2022

Jul 28, 2022
SELL
$17.23 - $19.08 $4.82 Million - $5.34 Million
-279,642 Reduced 56.58%
214,613 $3.7 Million
Q1 2022

May 05, 2022
BUY
$18.67 - $20.32 $453,363 - $493,430
24,283 Added 5.17%
494,255 $9.4 Million
Q4 2021

Feb 08, 2022
BUY
$20.14 - $20.56 $3.03 Million - $3.09 Million
150,453 Added 47.09%
469,972 $9.55 Million
Q3 2021

Nov 02, 2021
BUY
$20.5 - $20.75 $6.55 Million - $6.63 Million
319,519 New
319,519 $6.56 Million

Others Institutions Holding FPE

# of Institutions
482
Shares Held
219M
Call Options Held
0
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
Track This Portfolio

Track Stockman Wealth Management, Inc. Portfolio

Follow Stockman Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Stockman Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email