Note Advisors, LLC FPE Holdings History

Number of Shares
44,867.00
Current Holdings Value*
$789,210.00
% of Portfolio
0.65%
Total Estimate Gain
$7,178.72
% of Total Estimate Gain
0.90%

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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