Toth Financial Advisory Corp First Tr Pfd Secs & Income ETF Transaction History

Toth Financial Advisory Corp

$893 Million
Q3 2025

A detailed history of Toth Financial Advisory Corp transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Toth Financial Advisory Corp holds 197,685 shares of FPE stock, worth $3.62 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

197,685

Previous 183,419 7.78%

Holding current value

$3.62 Million

Previous $3.26 Million 10.45%

% of portfolio

0.4%

Previous 0.4%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 09, 2025	BUY	$17.81 - $18.39 $254,077 - $262,351	14,266 Added 7.78%	197,685 $3.61 Million
Q2 2025 Jul 14, 2025	BUY	$16.93 - $17.81 $225,998 - $237,745	13,349 Added 7.85%	183,419 $3.26 Million
Q1 2025 Apr 14, 2025	BUY	$17.53 - $17.87 $80,743 - $82,309	4,606 Added 2.78%	170,070 $2.99 Million
Q4 2024 Jan 21, 2025	BUY	$17.65 - $18.18 $61,086 - $62,920	3,461 Added 2.14%	165,464 $2.93 Million
Q3 2024 Oct 21, 2024	BUY	$17.35 - $18.22 $49,863 - $52,364	2,874 Added 1.81%	162,003 $2.93 Million

Q2 2024 Jul 16, 2024	SELL	$16.96 - $17.44 $12,567 - $12,923	-741 Reduced 0.46%	159,129 $2.76 Million
Q1 2024 Apr 16, 2024	BUY	$16.74 - $17.43 $146,006 - $152,024	8,722 Added 5.77%	159,870 $2.77 Million
Q4 2023 Jan 26, 2024	BUY	$15.46 - $16.92 $7,977 - $8,730	516 Added 0.34%	151,148 $2.55 Million
Q3 2023 Oct 12, 2023	SELL	$15.88 - $16.28 $18,913 - $19,389	-1,191 Reduced 0.78%	150,632 $2.41 Million
Q2 2023 Jul 24, 2023	BUY	$15.54 - $16.14 $136,798 - $142,080	8,803 Added 6.16%	151,823 $2.42 Million
Q1 2023 Apr 24, 2023	SELL	$15.34 - $18.23 $51,082 - $60,705	-3,330 Reduced 2.28%	143,020 $2.28 Million
Q4 2022 Jan 24, 2023	SELL	$16.29 - $17.16 $298,351 - $314,285	-18,315 Reduced 11.12%	146,350 $0
Q3 2022 Oct 14, 2022	SELL	$16.66 - $18.32 $95,711 - $105,248	-5,745 Reduced 3.37%	164,665 $2.75 Million
Q2 2022 Jul 25, 2022	SELL	$17.23 - $19.08 $126,054 - $139,589	-7,316 Reduced 4.12%	170,410 $2.94 Million
Q1 2022 Apr 26, 2022	SELL	$18.67 - $20.32 $17,773 - $19,344	-952 Reduced 0.53%	177,726 $3.38 Million
Q4 2021 Jan 31, 2022	BUY	$20.14 - $20.56 $3.55 Million - $3.63 Million	176,423 Added 7823.64%	178,678 $3.63 Million
Q3 2021 Oct 20, 2021	BUY	$20.5 - $20.75 $46,227 - $46,791	2,255 New	2,255 $46,000

Others Institutions Holding FPE

# of Institutions

493

Shares Held

245M

Call Options Held

10.2K

Put Options Held

View Full List

About FIRST TR PFD SECS & INCOME ETF

Ticker FPE
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Toth Financial Advisory Corp First Tr Pfd Secs & Income ETF Transaction History