HOWARD FINANCIAL SERVICES, LTD. FPE Holdings History
HOWARD FINANCIAL SERVICES, LTD.'s First Trust Preferred Securities and Income ETF Holding Summary
As of 2025-06-30, HOWARD FINANCIAL SERVICES, LTD. held 397,326.00 shares of First Trust Preferred Securities and Income ETF(FPE), totaling $7.07 Mil. This investment constitutes 0.93% of their stock portfolio, and HOWARD FINANCIAL SERVICES, LTD. now holds 0.12% of the outstanding First Trust Preferred Securities and Income ETF(FPE) stock.
The initial trade took place in 2022Q3. And since then HOWARD FINANCIAL SERVICES, LTD. has made 9 purchases of FPE, at an average price of $17.14, for a total of 549,602.00 shares. In addition, there have been 3 sales at an average price of $17.31 for 152,276.00 shares. Based on historical transaction data and FPE's current price of $17.88, HOWARD FINANCIAL SERVICES, LTD.'s estimated gain on his FPE holdings is $321,320.11, reflecting a 3.41% gain to date.
HOWARD FINANCIAL SERVICES, LTD. FPE ($17.88) Holding Chart
HOWARD FINANCIAL SERVICES, LTD. 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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