STONEBRIDGE ADVISORS LLC FPEI Holdings History
STONEBRIDGE ADVISORS LLC's First Trust Institutional Preferred Securities and Income ETF Holding Summary
As of 2025-03-31, STONEBRIDGE ADVISORS LLC held - shares of First Trust Institutional Preferred Securities and Income ETF(FPEI), totaling N/A. This investment constitutes 0% of their stock portfolio, and STONEBRIDGE ADVISORS LLC now holds 0% of the outstanding First Trust Institutional Preferred Securities and Income ETF(FPEI) stock.
The initial trade took place in 2021Q4. And since then STONEBRIDGE ADVISORS LLC has made 3 purchases of FPEI, at an average price of $18.16, for a total of 1.30 Mil shares. In addition, there have been 5 sales at an average price of $18.08 for 1.30 Mil shares. Based on historical transaction data and FPEI's current price of $18.99, STONEBRIDGE ADVISORS LLC's estimated gain on his FPEI holdings is $-105,728.87, reflecting a -0.45% gain to date.
STONEBRIDGE ADVISORS LLC FPEI ($18.99) Holding Chart
STONEBRIDGE ADVISORS LLC FPEI ($18.99) 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
