United Advisor Group, LLC First Tr Pfd Secs & Income ETF Transaction History

United Advisor Group, LLC

$689 Million
Q3 2025

A detailed history of United Advisor Group, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, United Advisor Group, LLC holds 175,633 shares of FPE stock, worth $3.21 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

175,633

Previous 172,697 1.7%

Holding current value

$3.21 Million

Previous $3.07 Million 4.2%

% of portfolio

0.46%

Previous 0.57%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$17.81 - $18.39 $52,290 - $53,993	2,936 Added 1.7%	175,633 $3.2 Million
Q2 2025 Aug 11, 2025	SELL	$16.93 - $17.81 $34,181 - $35,958	-2,019 Reduced 1.16%	172,697 $3.07 Million
Q1 2025 Apr 21, 2025	BUY	$17.53 - $17.87 $209,395 - $213,457	11,945 Added 7.34%	174,716 $3.07 Million
Q4 2024 Feb 24, 2025	BUY	$17.65 - $18.18 $426,353 - $439,156	24,156 Added 17.43%	162,771 $2.88 Million
Q3 2024 Oct 30, 2024	BUY	$17.35 - $18.22 $427,000 - $448,412	24,611 Added 21.59%	138,615 $2.51 Million

Q2 2024 Aug 08, 2024	BUY	$16.96 - $17.44 $698,616 - $718,388	41,192 Added 56.57%	114,004 $1.98 Million
Q1 2024 May 14, 2024	BUY	$16.74 - $17.43 $1.22 Million - $1.27 Million	72,812 New	72,812 $1.26 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

More about FPE

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United Advisor Group, LLC First Tr Pfd Secs & Income ETF Transaction History