Walker Asset Management, LLC FPE Holdings History
Walker Asset Management, LLC's First Trust Preferred Securities and Income ETF Holding Summary
As of 2025-03-31, Walker Asset Management, LLC held 129,235.00 shares of First Trust Preferred Securities and Income ETF(FPE), totaling $2.27 Mil. This investment constitutes 1.38% of their stock portfolio, and Walker Asset Management, LLC now holds 0.04% of the outstanding First Trust Preferred Securities and Income ETF(FPE) stock.
The initial trade took place in 2022Q1. And since then Walker Asset Management, LLC has made 3 purchases of FPE, at an average price of $19.25, for a total of 262,777.00 shares. In addition, there have been 9 sales at an average price of $16.78 for 133,542.00 shares. Based on historical transaction data and FPE's current price of $17.76, Walker Asset Management, LLC's estimated gain on his FPE holdings is $-521,470.11, reflecting a -10.31% gain to date.
Walker Asset Management, LLC FPE ($17.76) Holding Chart
Walker Asset Management, LLC FPE ($17.76) 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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