AssetMark Inc’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
Q3 | $257K | Buy |
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|
2025
Q2 | $223K | Sell |
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|
2025
Q1 | $3.25M | Buy |
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|
2024
Q4 | $198K | Buy |
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|
2024
Q3 | $10.5K | Sell |
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|
2024
Q2 | $25.5K | Buy |
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|
2023
Q1 | – | Hold |
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|
2022
Q4 | – | Hold |
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|
2022
Q3 | – | Hold |
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|
2022
Q2 | – | Hold |
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|
2022
Q1 | – | Hold |
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|
2021
Q4 | – | Hold |
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|
2021
Q3 | – | Hold |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $12K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $5K | Buy |
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