Wealth Enhancement Advisory Services, LLC First Tr Pfd Secs & Income ETF Transaction History

Wealth Enhancement Advisory Services, LLC

  • $49 Billion
  • Q1 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 561,213 shares of FPE stock, worth $9.68 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
561,213
Previous 636,290 11.8%
Holding current value
$9.68 Million
Previous $11.3 Million 12.35%
% of portfolio
0.02%
Previous 0.02%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
SELL
$17.53 - $17.87 $1.32 Million - $1.34 Million
-75,077 Reduced 11.8%
561,213 $9.87 Million
Q4 2024

Mar 17, 2025
BUY
$17.65 - $18.18 $541,890 - $558,162
30,702 Added 5.07%
636,290 $11.3 Million
Q4 2024

Jan 10, 2025
BUY
$17.65 - $18.18 $808,069 - $832,334
45,783 Added 8.18%
605,588 $10.7 Million
Q3 2024

Oct 23, 2024
BUY
$17.35 - $18.22 $500,616 - $525,719
28,854 Added 5.43%
559,805 $10.1 Million
Q2 2024

Jul 16, 2024
SELL
$16.96 - $17.44 $1.91 Million - $1.96 Million
-112,560 Reduced 17.49%
530,951 $9.22 Million
Q1 2024

Apr 15, 2024
SELL
$16.74 - $17.43 $1.22 Million - $1.27 Million
-72,891 Reduced 10.17%
643,511 $11.1 Million
Q4 2023

Jan 30, 2024
SELL
$15.46 - $16.92 $374,935 - $410,343
-24,252 Reduced 3.27%
716,402 $12.1 Million
Q3 2023

Nov 13, 2023
BUY
$15.88 - $16.28 $11.5 Million - $11.8 Million
722,452 Added 3969.08%
740,654 $11.8 Million
Q2 2023

Jul 21, 2023
SELL
$15.54 - $16.14 $9.74 Million - $10.1 Million
-626,492 Reduced 97.18%
18,202 $290,000
Q1 2023

Apr 25, 2023
SELL
$15.34 - $18.23 $70.8 Million - $84.1 Million
-4,612,892 Reduced 87.74%
644,694 $10.3 Million
Q4 2022

Feb 01, 2023
SELL
$16.29 - $17.16 $5.19 Million - $5.47 Million
-318,536 Reduced 5.71%
5,257,586 $88.3 Million
Q3 2022

Oct 17, 2022
BUY
$16.66 - $18.32 $11.9 Million - $13.1 Million
715,591 Added 14.72%
5,576,122 $93.2 Million
Q2 2022

Jul 18, 2022
BUY
$17.23 - $19.08 $12.1 Million - $13.4 Million
703,233 Added 16.92%
4,860,531 $84.6 Million
Q1 2022

Apr 18, 2022
BUY
$18.67 - $20.32 $1.87 Million - $2.03 Million
100,070 Added 2.47%
4,157,298 $79.3 Million
Q4 2021

Feb 08, 2022
BUY
$20.14 - $20.56 $7.29 Million - $7.44 Million
361,842 Added 9.79%
4,057,228 $80.6 Million
Q3 2021

Nov 03, 2021
BUY
$20.5 - $20.75 $75.8 Million - $76.7 Million
3,695,386 New
3,695,386 $75.7 Million

Others Institutions Holding FPE

# of Institutions
482
Shares Held
219M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR PFD SECS & INCOME ETF

FPE Quotes by TradingView
  • Ticker FPE
  • Sector ETFs
  • Industry ETFs
More about FPE
Track This Portfolio

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, LLC 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 Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email