Frisch Financial Group, Inc. FPE Holdings History
Frisch Financial Group, Inc.'s First Trust Preferred Securities and Income ETF Holding Summary
As of 2025-03-31, Frisch Financial Group, Inc. held 489,917.00 shares of First Trust Preferred Securities and Income ETF(FPE), totaling $8.62 Mil. This investment constitutes 2.42% of their stock portfolio, and Frisch Financial Group, Inc. now holds 0.15% of the outstanding First Trust Preferred Securities and Income ETF(FPE) stock.
The initial trade took place in 2021Q4. And since then Frisch Financial Group, Inc. has made 4 purchases of FPE, at an average price of $17.82, for a total of 505,431.00 shares. In addition, there have been 3 sales at an average price of $16.98 for 15,514.00 shares. Based on historical transaction data and FPE's current price of $17.88, Frisch Financial Group, Inc.'s estimated gain on his FPE holdings is $16,916.04, reflecting a 0.19% gain to date.
Frisch Financial Group, Inc. FPE ($17.88) Holding Chart
Frisch Financial Group, Inc. 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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