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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-49,310
Closed -$990K 339
2019
Q4
$990K Hold
49,310
0.12% 98
2019
Q3
$973K Buy
49,310
+25,950
+111% +$512K 0.13% 94
2019
Q2
$453K Buy
+23,360
New +$453K 0.07% 174