Magnus Financial Group LLC FPE Holdings History
Magnus Financial Group LLC's First Trust Preferred Securities and Income ETF Holding Summary
As of 2025-06-30, Magnus Financial Group LLC held 1.69 Mil shares of First Trust Preferred Securities and Income ETF(FPE), totaling $30.10 Mil. This investment constitutes 2.64% of their stock portfolio, and Magnus Financial Group LLC now holds 0.51% of the outstanding First Trust Preferred Securities and Income ETF(FPE) stock.
The initial trade took place in 2018Q4. And since then Magnus Financial Group LLC has made 18 purchases of FPE, at an average price of $18.42, for a total of 1.88 Mil shares. In addition, there have been 7 sales at an average price of $17.44 for 185,804.00 shares. Based on historical transaction data and FPE's current price of $17.81, Magnus Financial Group LLC's estimated gain on his FPE holdings is $-1.21 Mil, reflecting a -3.50% gain to date.
Magnus Financial Group LLC FPE ($17.81) Holding Chart
Magnus Financial Group LLC FPE ($17.81) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
