SRS Capital Advisors, Inc. FPE Holdings History
Arax Advisory Partners's First Trust Preferred Securities and Income ETF Holding Summary
As of 2025-03-31, Arax Advisory Partners held 1.93 Mil shares of First Trust Preferred Securities and Income ETF(FPE), totaling $33.88 Mil. This investment constitutes 2.17% of their stock portfolio, and Arax Advisory Partners now holds 0.59% of the outstanding First Trust Preferred Securities and Income ETF(FPE) stock.
The initial trade took place in 2018Q3. And since then Arax Advisory Partners has made 22 purchases of FPE, at an average price of $18.22, for a total of 1.94 Mil shares. In addition, there have been 3 sales at an average price of $18.75 for 14,894.00 shares. Based on historical transaction data and FPE's current price of $17.88, Arax Advisory Partners's estimated gain on his FPE holdings is $-656,187.89, reflecting a -1.86% gain to date.
Arax Advisory Partners FPE ($17.88) Holding Chart
Arax Advisory Partners 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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