Wealth Enhancement Advisory Services, LLC First Tr ETF Iii Instl Pfd Sec Transaction History

Wealth Enhancement Advisory Services, LLC

$61.1 Billion
Q3 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 22,611 shares of FPEI stock, worth $438,201. This represents 0.0% of its overall portfolio holdings.

Number of Shares

22,611

Previous 21,424 5.54%

Holding current value

$438,201

Previous $406,000 7.64%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	BUY	$18.93 - $19.47 $22,469 - $23,110	1,187 Added 5.54%	22,611 $437,000
Q2 2025 Jul 10, 2025	SELL	$17.99 - $18.99 $60,338 - $63,692	-3,354 Reduced 13.54%	21,424 $406,000
Q1 2025 Apr 16, 2025	BUY	$18.54 - $18.88 $142,442 - $145,055	7,683 Added 44.94%	24,778 $462,000
Q4 2024 Mar 17, 2025	BUY	$18.62 - $19.05 $113,898 - $116,528	6,117 Added 55.72%	17,095 $319,000
Q3 2024 Oct 23, 2024	BUY	$18.36 - $19.08 $201,556 - $209,460	10,978 New	10,978 $209,000

Q4 2023 Jan 30, 2024	BUY	$16.46 - $17.9 $85,460 - $92,936	5,192 Added 38.98%	18,511 $330,000
Q3 2023 Nov 13, 2023	BUY	$16.82 - $17.25 $224,025 - $229,752	13,319 New	13,319 $224,000

Others Institutions Holding FPEI

# of Institutions

204

Shares Held

71.6M

Call Options Held

Put Options Held

View Full List

About FIRST TR ETF III INSTL PFD SEC

Ticker FPEI
Sector ETFs
Industry ETFs

More about FPEI

Track This Portfolio

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.

Account

Wealth Enhancement Advisory Services, LLC First Tr ETF Iii Instl Pfd Sec Transaction History