AA
Apriem Advisors’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 | $285K | Hold |
16,000
| – | – | 0.03% | 150 |
|
|
2025
Q1 | $281K | Sell |
16,000
-6,680
| -29% | -$118K | 0.03% | 147 |
|
|
2024
Q4 | $401K | Sell |
22,680
-7,320
| -24% | -$130K | 0.05% | 118 |
|
|
2024
Q3 | $543K | Hold |
30,000
| – | – | 0.06% | 98 |
|
|
2024
Q2 | $521K | Sell |
30,000
-9,179
| -23% | -$159K | 0.06% | 101 |
|
|
2024
Q1 | $679K | Buy |
+39,179
| New | +$679K | 0.09% | 92 |
|
|
2016
Q2 | – | Sell |
-8,800
| Closed | -$164K | – | 604 |
|
|
2016
Q1 | $164K | Buy |
+8,800
| New | +$164K | 0.06% | 107 |
|