Seros Financial, LLC FPE Holdings History
Seros Financial, LLC's First Trust Preferred Securities and Income ETF Holding Summary
As of 2025-06-30, Seros Financial, LLC held 441,869.00 shares of First Trust Preferred Securities and Income ETF(FPE), totaling $7.87 Mil. This investment constitutes 4.99% of their stock portfolio, and Seros Financial, LLC now holds 0.13% of the outstanding First Trust Preferred Securities and Income ETF(FPE) stock.
The initial trade took place in 2024Q4. And since then Seros Financial, LLC has made 2 purchases of FPE, at an average price of $17.92, for a total of 441,869.00 shares. Based on historical transaction data and FPE's current price of $17.83, Seros Financial, LLC's estimated gain on his FPE holdings is $-40,971.07, reflecting a -0.52% gain to date.
Seros Financial, LLC FPE ($17.83) Holding Chart
Seros Financial, LLC FPE ($17.83) 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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