Toth Financial Advisory Corp First Tr ETF Iii Instl Pfd Sec Transaction History

Toth Financial Advisory Corp

  • $817 Million
  • Q4 2024

A detailed history of Toth Financial Advisory Corp transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Toth Financial Advisory Corp holds 566 shares of FPEI stock, worth $10,561. This represents 0.0% of its overall portfolio holdings.

Number of Shares
566
Previous 558 1.43%
Holding current value
$10,561
Previous $10,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$18.62 - $19.05 $148 - $152
8 Added 1.43%
566 $10,000
Q3 2024

Oct 21, 2024
BUY
$18.36 - $19.08 $128 - $133
7 Added 1.27%
558 $10,000
Q2 2024

Jul 16, 2024
BUY
$17.91 - $18.43 $143 - $147
8 Added 1.47%
551 $10,000
Q1 2024

Apr 16, 2024
SELL
$17.7 - $18.26 $12,797 - $13,201
-723 Reduced 57.11%
543 $9,000
Q4 2023

Jan 26, 2024
BUY
$16.46 - $17.9 $312 - $340
19 Added 1.52%
1,266 $22,000
Q3 2023

Oct 12, 2023
BUY
$16.82 - $17.25 $319 - $327
19 Added 1.55%
1,247 $21,000
Q2 2023

Jul 24, 2023
BUY
$16.43 - $16.99 $312 - $322
19 Added 1.57%
1,228 $20,000
Q1 2023

Apr 24, 2023
SELL
$16.1 - $18.84 $1,432 - $1,676
-89 Reduced 6.86%
1,209 $20,000
Q4 2022

Jan 24, 2023
SELL
$17.15 - $18.04 $3,309 - $3,481
-193 Reduced 12.94%
1,298 $0
Q3 2022

Oct 14, 2022
BUY
$17.15 - $18.66 $222 - $242
13 Added 0.88%
1,491 $26,000
Q2 2022

Jul 25, 2022
BUY
$17.72 - $19.46 $17 - $19
1 Added 0.07%
1,478 $26,000
Q1 2022

Apr 26, 2022
BUY
$19.06 - $20.42 $19 - $20
1 Added 0.07%
1,477 $29,000
Q4 2021

Jan 31, 2022
BUY
$20.26 - $20.68 $13,695 - $13,979
676 Added 84.5%
1,476 $30,000
Q3 2021

Oct 20, 2021
BUY
$20.65 - $20.85 $16,520 - $16,680
800 New
800 $17,000

Others Institutions Holding FPEI

# of Institutions
174
Shares Held
60.2M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF III INSTL PFD SEC

FPEI Quotes by TradingView
  • Ticker FPEI
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