AWM
Accel Wealth Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $885K | Buy |
49,714
+97
| +0.2% | +$1.73K | 0.3% | 82 |
|
|
2025
Q1 | $873K | Sell |
49,617
-3,255
| -6% | -$57.3K | 0.32% | 79 |
|
|
2024
Q4 | $936K | Sell |
52,872
-2,766
| -5% | -$49K | 0.35% | 76 |
|
|
2024
Q3 | $1.01M | Sell |
55,638
-511
| -0.9% | -$9.25K | 0.37% | 69 |
|
|
2024
Q2 | $975K | Buy |
56,149
+58
| +0.1% | +$1.01K | 0.39% | 65 |
|
|
2024
Q1 | $972K | Sell |
56,091
-540
| -1% | -$9.35K | 0.41% | 63 |
|
|
2023
Q4 | $955K | Sell |
56,631
-1,581
| -3% | -$26.7K | 0.48% | 59 |
|
|
2023
Q3 | $930K | Sell |
58,212
-98
| -0.2% | -$1.57K | 0.52% | 57 |
|
|
2023
Q2 | $931K | Sell |
58,310
-133
| -0.2% | -$2.12K | 0.51% | 59 |
|
|
2023
Q1 | $933K | Buy |
58,443
+64
| +0.1% | +$1.02K | 0.38% | 68 |
|
|
2022
Q4 | $981K | Sell |
58,379
-2,505
| -4% | -$42.1K | 0.47% | 55 |
|
|
2022
Q3 | $1.03M | Buy |
60,884
+55
| +0.1% | +$928 | 0.55% | 54 |
|
|
2022
Q2 | $1.07M | Sell |
60,829
-1,527
| -2% | -$26.7K | 0.61% | 49 |
|
|
2022
Q1 | $1.19M | Buy |
62,356
+3,119
| +5% | +$59.5K | 0.61% | 45 |
|
|
2021
Q4 | $1.2M | Buy |
59,237
+1,575
| +3% | +$32K | 0.59% | 48 |
|
|
2021
Q3 | $1.18M | Sell |
57,662
-1,315
| -2% | -$27K | 0.77% | 39 |
|
|
2021
Q2 | $1.22M | Buy |
58,977
+10,361
| +21% | +$213K | 0.81% | 32 |
|
|
2021
Q1 | $980K | Buy |
48,616
+5,683
| +13% | +$115K | 0.79% | 29 |
|
|
2020
Q4 | $867K | Buy |
+42,933
| New | +$867K | 0.81% | 29 |
|