Summit Financial Wealth Advisors, LLC First Tr Pfd Secs & Income ETF Transaction History

Summit Financial Wealth Advisors, LLC

$609 Million
Q3 2025

A detailed history of Summit Financial Wealth Advisors, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 91,967 shares of FPE stock, worth $1.68 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

91,967

Previous 87,896 4.63%

Holding current value

$1.68 Million

Previous $1.56 Million 7.23%

% of portfolio

0.28%

Previous 0.29%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 03, 2025	BUY	$17.81 - $18.39 $72,504 - $74,865	4,071 Added 4.63%	91,967 $1.68 Million
Q2 2025 Sep 29, 2025	SELL	$16.93 - $17.81 $2,031 - $2,137	-120 Reduced 0.14%	87,896 $1.56 Million
Q1 2025 May 14, 2025	BUY	$17.53 - $17.87 $57,691 - $58,810	3,291 Added 3.88%	88,016 $1.55 Million
Q4 2024 Feb 13, 2025	BUY	$17.65 - $18.18 $1.01 Million - $1.04 Million	57,420 Added 210.29%	84,725 $1.5 Million
Q3 2024 Nov 13, 2024	SELL	$17.35 - $18.22 $850 - $892	-49 Reduced 0.18%	27,305 $494,000

Q2 2024 Aug 12, 2024	BUY	$16.96 - $17.44 $3,527 - $3,627	208 Added 0.77%	27,354 $474,000
Q1 2024 May 02, 2024	SELL	$16.74 - $17.43 $10,629 - $11,068	-635 Reduced 2.29%	27,146 $470,000
Q4 2023 Jan 19, 2024	BUY	$15.46 - $16.92 $127,684 - $139,742	8,259 Added 42.31%	27,781 $468,000
Q3 2023 Nov 13, 2023	BUY	$15.88 - $16.28 $61,217 - $62,759	3,855 Added 24.61%	19,522 $311,000
Q2 2023 Jul 12, 2023	BUY	$15.54 - $16.14 $10,101 - $10,491	650 Added 4.33%	15,667 $250,000
Q1 2023 Apr 10, 2023	BUY	$15.34 - $18.23 $230,360 - $273,759	15,017 New	15,017 $239,000
Q2 2022 Jul 26, 2022	SELL	$17.23 - $19.08 $7.31 Million - $8.1 Million	-424,469 Reduced 27.76%	1,104,780 $19.6 Million
Q1 2022 May 06, 2022	BUY	$18.67 - $20.32 $2.16 Million - $2.35 Million	115,591 Added 8.18%	1,529,249 $29.1 Million
Q4 2021 Jan 12, 2022	BUY	$20.14 - $20.56 $932,220 - $951,660	46,287 Added 3.39%	1,413,658 $28.7 Million
Q3 2021 Nov 05, 2021	BUY	$20.5 - $20.75 $763,194 - $772,501	37,229 Added 2.8%	1,367,371 $28.1 Million
Q2 2021 Aug 09, 2021	BUY	$20.22 - $20.6 $373,422 - $380,440	18,468 Added 1.41%	1,330,142 $27.4 Million
Q1 2021 Apr 23, 2021	SELL	$19.95 - $20.37 $248,397 - $253,626	-12,451 Reduced 0.94%	1,311,674 $26.5 Million
Q4 2020 Jan 11, 2021	BUY	$19.15 - $20.31 $298,031 - $316,084	15,563 Added 1.19%	1,324,125 $25.4 Million
Q3 2020 Nov 09, 2020	SELL	$18.45 - $19.5 $274,369 - $289,984	-14,871 Reduced 1.12%	1,308,562 $25.1 Million
Q2 2020 Jul 16, 2020	BUY	$16.14 - $18.92 $1.13 Million - $1.32 Million	69,886 Added 5.58%	1,323,433 $24.6 Million
Q1 2020 Apr 29, 2020	BUY	$13.6 - $20.48 $4.46 Million - $6.72 Million	327,908 Added 35.43%	1,253,547 $20.8 Million
Q4 2019 Jan 28, 2020	BUY	$19.72 - $20.07 $378,505 - $385,223	19,194 Added 2.12%	925,639 $18.7 Million
Q3 2019 Nov 05, 2019	BUY	$19.37 - $19.84 $268,313 - $274,823	13,852 Added 1.55%	906,445 $18 Million
Q2 2019 Jul 16, 2019	BUY	$19.06 - $19.39 $902,186 - $917,806	47,334 Added 5.6%	892,593 $17.3 Million
Q1 2019 May 01, 2019	BUY	$17.98 - $19.09 $838,137 - $889,880	46,615 Added 5.84%	845,259 $16.2 Million
Q4 2018 Feb 01, 2019	SELL	$17.82 - $19.07 $352,390 - $377,109	-19,775 Reduced 2.42%	798,644 $14.3 Million
Q3 2018 Oct 22, 2018	BUY	$19.07 - $19.3 $4.27 Million - $4.32 Million	223,903 Added 37.66%	818,419 $15.4 Million
Q2 2018 Jul 06, 2018	BUY	$19.02 - $19.6 $11.3 Million - $11.7 Million	594,516 New	594,516 $11.6 Million

Others Institutions Holding FPE

# of Institutions

492

Shares Held

245M

Call Options Held

10.2K

Put Options Held

View Full List

About FIRST TR PFD SECS & INCOME ETF

Ticker FPE
Sector ETFs
Industry ETFs

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Summit Financial Wealth Advisors, LLC First Tr Pfd Secs & Income ETF Transaction History