Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$6,171.28
% of Total Estimate Gain
0.70%

Barry Investment Advisors, LLC's First Trust Preferred Securities and Income ETF Holding Summary

As of 2025-06-30, Barry Investment Advisors, LLC held - shares of First Trust Preferred Securities and Income ETF(FPE), totaling N/A. This investment constitutes 0% of their stock portfolio, and Barry Investment Advisors, LLC now holds 0% of the outstanding First Trust Preferred Securities and Income ETF(FPE) stock.

The initial trade took place in 2022Q4. And since then Barry Investment Advisors, LLC has made 5 purchases of FPE, at an average price of $17.28, for a total of 51,345.00 shares. In addition, there have been 6 sales at an average price of $17.40 for 51,345.00 shares. Based on historical transaction data and FPE's current price of $17.83, Barry Investment Advisors, LLC's estimated gain on his FPE holdings is $6,171.28, reflecting a 0.70% gain to date.

Barry Investment Advisors, LLC FPE ($17.83) Holding Chart

Barry Investment Advisors, LLC FPE ($17.83) 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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