AFFINITY WEALTH MANAGEMENT LLC FPE Holdings History
AFFINITY WEALTH MANAGEMENT LLC's First Trust Preferred Securities and Income ETF Holding Summary
As of 2025-06-30, AFFINITY WEALTH MANAGEMENT LLC held 1.41 Mil shares of First Trust Preferred Securities and Income ETF(FPE), totaling $25.16 Mil. This investment constitutes 4.02% of their stock portfolio, and AFFINITY WEALTH MANAGEMENT LLC now holds 0.42% of the outstanding First Trust Preferred Securities and Income ETF(FPE) stock.
The initial trade took place in 2024Q2. And since then AFFINITY WEALTH MANAGEMENT LLC has made 3 purchases of FPE, at an average price of $17.30, for a total of 1.44 Mil shares. In addition, there have been 2 sales at an average price of $17.72 for 23,718.00 shares. Based on historical transaction data and FPE's current price of $17.88, AFFINITY WEALTH MANAGEMENT LLC's estimated gain on his FPE holdings is $835,652.69, reflecting a 3.36% gain to date.
AFFINITY WEALTH MANAGEMENT LLC FPE ($17.88) Holding Chart
AFFINITY WEALTH MANAGEMENT LLC FPE ($17.88) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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