A detailed history of Summit Financial Group, Inc. transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Summit Financial Group, Inc. holds 24,688 shares of FPE stock, worth $441,174. This represents 0.15% of its overall portfolio holdings.

Number of Shares
24,688
Previous 24,688 -0.0%
Holding current value
$441,174
Previous $416,000 2.64%
% of portfolio
0.15%
Previous 0.16%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 17, 2023

SELL
$15.88 - $16.28 $7,940 - $8,140
-500 Reduced 1.99%
24,688 $394,000
Q3 2022

Oct 12, 2022

SELL
$16.66 - $18.32 $516 - $567
-31 Reduced 0.12%
25,188 $421,000
Q2 2022

Jul 07, 2022

BUY
$17.23 - $19.08 $3,669 - $4,064
213 Added 0.85%
25,219 $435,000
Q4 2021

Jan 10, 2022

SELL
$20.14 - $20.56 $4,289 - $4,379
-213 Reduced 0.84%
25,006 $508,000
Q1 2021

Apr 07, 2021

SELL
$19.95 - $20.37 $1,735 - $1,772
-87 Reduced 0.34%
25,219 $508,000
Q4 2020

Jan 07, 2021

SELL
$19.15 - $20.31 $1,666 - $1,766
-87 Reduced 0.34%
25,306 $511,000
Q3 2020

Oct 05, 2020

SELL
$18.45 - $19.5 $1,845 - $1,950
-100 Reduced 0.39%
25,393 $487,000
Q2 2020

Jul 06, 2020

SELL
$16.14 - $18.92 $9,054 - $10,614
-561 Reduced 2.15%
25,493 $470,000
Q4 2019

Jan 06, 2020

SELL
$19.72 - $20.07 $16,683 - $16,979
-846 Reduced 3.14%
26,054 $523,000
Q3 2019

Oct 09, 2019

SELL
$19.37 - $19.84 $29,539 - $30,256
-1,525 Reduced 5.36%
26,900 $531,000
Q2 2019

Jul 03, 2019

BUY
$19.06 - $19.39 $541,780 - $551,160
28,425 New
28,425 $551,000

Others Institutions Holding FPE

About FIRST TR PFD SECS & INCOME ETF


  • Ticker FPE
  • Sector ETFs
  • Industry ETFs
More about FPE
Track This Portfolio

Track Summit Financial Group, Inc. Portfolio

Follow Summit Financial Group, 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 Summit Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial Group, Inc. with notifications on news.