AWM
Affinity 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 | $25.2M | Sell |
1,413,382
-1,471
| -0.1% | -$26.2K | 4.02% | 10 |
|
|
2025
Q1 | $24.9M | Buy |
1,414,853
+39,647
| +3% | +$697K | 4.62% | 10 |
|
|
2024
Q4 | $24.3M | Buy |
1,375,206
+46,652
| +4% | +$826K | 4.31% | 11 |
|
|
2024
Q3 | $24M | Sell |
1,328,554
-22,247
| -2% | -$403K | 4.27% | 11 |
|
|
2024
Q2 | $23.4M | Buy |
+1,350,801
| New | +$23.4M | 4.28% | 11 |
|