Number of Shares
489,917.00
Current Holdings Value*
$8.62 Mil
% of Portfolio
2.42%
Total Estimate Gain
$16,916.04
% of Total Estimate Gain
0.19%

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 %

Top Ranked Articles

  • 1