Note Advisors, LLC FPE Holdings History
Note Advisors, LLC's First Trust Preferred Securities and Income ETF Holding Summary
As of 2025-03-31, Note Advisors, LLC held 44,867.00 shares of First Trust Preferred Securities and Income ETF(FPE), totaling $789,210.00. This investment constitutes 0.65% of their stock portfolio, and Note Advisors, LLC now holds 0.01% of the outstanding First Trust Preferred Securities and Income ETF(FPE) stock.
The initial trade took place in 2025Q1. And since then Note Advisors, LLC has made 1 purchases of FPE, at an average price of $17.75, for a total of 44,867.00 shares. Based on historical transaction data and FPE's current price of $17.91, Note Advisors, LLC's estimated gain on his FPE holdings is $7,178.72, reflecting a 0.90% gain to date.
Note Advisors, LLC FPE ($17.91) Holding Chart
Note Advisors, LLC FPE ($17.91) 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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