INTEGRITY WEALTH ADVISORS, INC. FPE Holdings History
INTEGRITY WEALTH ADVISORS, INC.'s First Trust Preferred Securities and Income ETF Holding Summary
As of 2025-03-31, INTEGRITY WEALTH ADVISORS, INC. held 1.25 Mil shares of First Trust Preferred Securities and Income ETF(FPE), totaling $21.90 Mil. This investment constitutes 16.05% of their stock portfolio, and INTEGRITY WEALTH ADVISORS, INC. now holds 0.38% of the outstanding First Trust Preferred Securities and Income ETF(FPE) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $17.75 for 8,109.00 shares. Based on historical transaction data and FPE's current price of $17.87, INTEGRITY WEALTH ADVISORS, INC.'s estimated gain on his FPE holdings is $-101,236.12, reflecting a -0.45% gain to date.
INTEGRITY WEALTH ADVISORS, INC. FPE ($17.87) Holding Chart
INTEGRITY WEALTH ADVISORS, INC. FPE ($17.87) 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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