Wiser Advisor Group LLC FPE Holdings History
Wiser Advisor Group LLC's First Trust Preferred Securities and Income ETF Holding Summary
As of 2025-03-31, Wiser Advisor Group LLC held 52,565.00 shares of First Trust Preferred Securities and Income ETF(FPE), totaling $924,620.00. This investment constitutes 1.37% of their stock portfolio, and Wiser Advisor Group LLC now holds 0.02% of the outstanding First Trust Preferred Securities and Income ETF(FPE) stock.
The initial trade took place in 2023Q4. And since then Wiser Advisor Group LLC has made 2 purchases of FPE, at an average price of $16.15, for a total of 89,141.00 shares. In addition, there have been 3 sales at an average price of $17.53 for 36,576.00 shares. Based on historical transaction data and FPE's current price of $17.85, Wiser Advisor Group LLC's estimated gain on his FPE holdings is $139,960.13, reflecting a 9.72% gain to date.
Wiser Advisor Group LLC FPE ($17.85) Holding Chart
Wiser Advisor Group LLC FPE ($17.85) 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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