Wealthcare Advisory Partners LLC First Tr ETF Iii Instl Pfd Sec Transaction History

Wealthcare Advisory Partners LLC

  • $4.56 Billion
  • Q3 2025

A detailed history of Wealthcare Advisory Partners LLC transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 40,762 shares of FPEI stock, worth $789,967. This represents 0.02% of its overall portfolio holdings.

Number of Shares
40,762
Previous 40,020 1.85%
Holding current value
$789,967
Previous $759,000 3.82%
% of portfolio
0.02%
Previous 0.02%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
BUY
$18.93 - $19.47 $14,046 - $14,446
742 Added 1.85%
40,762 $788,000
Q2 2025

Jul 22, 2025
SELL
$17.99 - $18.99 $25,905 - $27,345
-1,440 Reduced 3.47%
40,020 $759,000
Q1 2025

Apr 14, 2025
SELL
$18.54 - $18.88 $167,082 - $170,146
-9,012 Reduced 17.86%
41,460 $773,000
Q4 2024

Jan 15, 2025
SELL
$18.62 - $19.05 $480,731 - $491,832
-25,818 Reduced 33.84%
50,472 $943,000
Q3 2024

Nov 04, 2024
SELL
$18.36 - $19.08 $222,688 - $231,421
-12,129 Reduced 13.72%
76,290 $1.45 Million
Q2 2024

Aug 09, 2024
BUY
$17.91 - $18.43 $185,458 - $190,842
10,355 Added 13.26%
88,419 $1.62 Million
Q1 2024

Apr 15, 2024
BUY
$17.7 - $18.26 $504,804 - $520,775
28,520 Added 57.56%
78,064 $1.42 Million
Q4 2023

Feb 06, 2024
BUY
$16.46 - $17.9 $147,662 - $160,580
8,971 Added 22.11%
49,544 $883,000
Q3 2023

Oct 12, 2023
BUY
$16.82 - $17.25 $151,262 - $155,129
8,993 Added 28.48%
40,573 $684,000
Q2 2023

Jul 17, 2023
BUY
$16.43 - $16.99 $518,859 - $536,544
31,580 New
31,580 $532,000
Q2 2021

Aug 16, 2021
SELL
$20.31 - $20.67 $50,775 - $51,675
-2,500 Closed
0 $0
Q1 2021

Apr 30, 2021
BUY
$20.13 - $20.61 $50,325 - $51,525
2,500 New
2,500 $51,000
Q2 2020

Jul 29, 2020
SELL
$16.41 - $18.98 $41,025 - $47,450
-2,500 Closed
0 $0
Q3 2019

Oct 17, 2019
SELL
$19.62 - $19.74 $3,806 - $3,829
-194 Reduced 7.2%
2,500 $49,000
Q2 2019

Jul 30, 2019
BUY
N/A
3 Added 0.11%
2,694 $52,000
Q1 2019

May 13, 2019
BUY
N/A
2 Added 0.07%
2,691 $51,000
Q4 2018

Feb 14, 2019
BUY
N/A
3 Added 0.11%
2,689 $49,000
Q3 2018

Nov 14, 2018
SELL
N/A
-797 Reduced 22.88%
2,686 $51,000
Q2 2018

Aug 14, 2018
BUY
N/A
3 Added 0.09%
3,483 $66,000
Q1 2018

May 15, 2018
BUY
N/A
3,480 New
3,480 $68,000

Others Institutions Holding FPEI

# of Institutions
204
Shares Held
71.6M
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
  • Sector ETFs
  • Industry ETFs
More about FPEI
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