WELCH & FORBES LLC – First Trust Institutional Preferred Securities and Income ETF Transaction History
WELCH & FORBES LLC portfolio value:
$3.77M
portfolio value
WELCH & FORBES LLC quarter portfolio value change:
-3.22%
quarter
First Trust Institutional Preferred Securities and Income ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -20.23% | -55.86K shares | -1.11M | $17.15 | 220.31K |
| Q2 2022 | share | Decrease | -20.22% | -70.01K shares | -1.82M | $17.72 | 276.18K |
| Q1 2022 | share | Decrease | -0.47% | -1.64K shares | -382K | $19.4 | 346.19K |
| Q4 2021 | share | Decrease | -0.21% | -731 shares | -101K | $20.41 | 347.84K |
| Q3 2021 | share | Increase | +4.38% | 14.62K shares | 296K | $20.5 | 348.57K |
| Q2 2021 | share | Increase | +15.53% | 44.89K shares | 1.04M | $20.29 | 333.94K |
| Q1 2021 | share | Increase | +33.93% | 73.22K shares | 1.45M | $19.67 | 289.05K |
| Q4 2020 | share | Increase | +335.48% | 166.26K shares | 3.43M | $19.56 | 215.82K |
| Q3 2020 | share | Increase | 0.00% | 49.56K shares | 961K | $18.37 | 49.56K |