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ACG Wealth’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

ACG Wealth’s Portfolio FPE Stock Details FPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-16,205
Closed -$266K – 289
2020
Q1 		$266K Buy
16,205
+2,109
+15% +$34.6K 0.05% 242
2019
Q4 		$283K Buy
+14,096
New +$283K 0.04% 266