Apollon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-18,088
| Closed | -$320K | – | 1231 |
|
|
2024
Q4 | $320K | Sell |
18,088
-9,186
| -34% | -$163K | 0.01% | 917 |
|
|
2024
Q3 | $494K | Buy |
27,274
+3,343
| +14% | +$60.5K | 0.01% | 727 |
|
|
2024
Q2 | $415K | Sell |
23,931
-269
| -1% | -$4.67K | 0.01% | 750 |
|
|
2024
Q1 | $419K | Sell |
24,200
-4,998
| -17% | -$86.6K | 0.01% | 753 |
|
|
2023
Q4 | $492K | Sell |
29,198
-55,379
| -65% | -$934K | 0.02% | 659 |
|
|
2023
Q3 | $1.35M | Sell |
84,577
-22,920
| -21% | -$366K | 0.07% | 285 |
|
|
2023
Q2 | $1.72M | Sell |
107,497
-25,671
| -19% | -$410K | 0.08% | 246 |
|
|
2023
Q1 | $2.13M | Buy |
133,168
+9,860
| +8% | +$157K | 0.13% | 163 |
|
|
2022
Q4 | $2.07M | Buy |
123,308
+17,008
| +16% | +$286K | 0.15% | 150 |
|
|
2022
Q3 | $1.78M | Buy |
+106,300
| New | +$1.78M | 0.15% | 151 |
|