TRADITION WEALTH MANAGEMENT, LLC – First Trust Institutional Preferred Securities and Income ETF Transaction History
TRADITION WEALTH MANAGEMENT, LLC portfolio value:
$1.11M
portfolio value
TRADITION WEALTH MANAGEMENT, 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 | Increase | +25.19% | 13.07K shares | 195K | $17.15 | 64.95K |
| Q2 2022 | share | Decrease | -11.49% | -6.73K shares | -218K | $17.72 | 51.88K |
| Q1 2022 | share | Increase | +26.23% | 12.18K shares | 189K | $19.4 | 58.62K |
| Q4 2021 | share | Increase | +45.09% | 14.43K shares | 287K | $20.41 | 46.44K |
| Q3 2021 | share | Increase | +73.25% | 13.53K shares | 279K | $20.5 | 32.01K |
| Q2 2021 | share | Increase | +532.12% | 15.55K shares | 323K | $20.29 | 18.47K |
| Q1 2021 | share | Increase | 0.00% | 2.92K shares | 59K | $19.67 | 2.92K |