Twelve Points Wealth Management LLC FPE Holdings History
Twelve Points Wealth Management LLC's First Trust Preferred Securities and Income ETF Holding Summary
As of 2025-03-31, Twelve Points Wealth Management LLC held 465,707.00 shares of First Trust Preferred Securities and Income ETF(FPE), totaling $8.19 Mil. This investment constitutes 2.22% of their stock portfolio, and Twelve Points Wealth Management LLC now holds 0.14% of the outstanding First Trust Preferred Securities and Income ETF(FPE) stock.
The initial trade took place in 2021Q4. And since then Twelve Points Wealth Management LLC has made 11 purchases of FPE, at an average price of $17.56, for a total of 778,186.00 shares. In addition, there have been 2 sales at an average price of $16.21 for 312,479.00 shares. Based on historical transaction data and FPE's current price of $17.81, Twelve Points Wealth Management LLC's estimated gain on his FPE holdings is $-301,769.16, reflecting a -2.21% gain to date.
Twelve Points Wealth Management LLC FPE ($17.81) Holding Chart
Twelve Points Wealth Management LLC FPE ($17.81) 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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