Acorn Financial Advisory Services’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
Bought
Maintained
Sold
Other funds holding FPE
KAS
Acorn Financial Advisory Services's FPE Position: Q1 2025 in Review
Acorn Financial Advisory Services sold out of First Trust Preferred Securities and Income ETF (FPE) in Q1 2025, closing a stake of 15,152 shares — an estimated $268K sold.
Acorn Financial Advisory Services first reported a position in FPE in Q3 2021 and held it in 13 quarters. The position peaked at $619K in Q4 2021. 442 funds tracked by Wall St. Rank hold FPE as of Q1 2025.
- Acorn Financial Advisory Services reported no remaining First Trust Preferred Securities and Income ETF position as of Q1 2025 after selling out during the quarter.
- Acorn Financial Advisory Services sold 15,152 First Trust Preferred Securities and Income ETF shares in Q1 2025, an estimated $268K.
- Acorn Financial Advisory Services first reported a position in First Trust Preferred Securities and Income ETF in Q3 2021 and held it in 13 quarters.
- Acorn Financial Advisory Services's First Trust Preferred Securities and Income ETF position peaked at $619K in Q4 2021.
- 442 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2025.
Based on Acorn Financial Advisory Services's 13F filing for Q1 2025, filed 29 Apr 2025.