Acorn Wealth Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $270K | Sell |
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|
2025
Q1 | $310K | Buy |
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|
2024
Q4 | $311K | Buy |
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|
2024
Q3 | $318K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $222K | Sell |
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|
2023
Q2 | $228K | Buy |
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|
2023
Q1 | $228K | Sell |
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|
2022
Q4 | $249K | Sell |
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|
2022
Q3 | $411K | Buy |
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|
2022
Q2 | $412K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $32K | Hold |
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|
2018
Q1 | $33K | Buy |
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