Atria Wealth Solutions’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
Q2 | $2.8M | Sell |
157,272
-69,997
| -31% | -$1.25M | 0.06% | 336 |
|
|
2025
Q1 | $4M | Buy |
227,269
+40,597
| +22% | +$714K | 0.05% | 404 |
|
|
2024
Q4 | $3.3M | Buy |
186,672
+23,067
| +14% | +$408K | 0.04% | 477 |
|
|
2024
Q3 | $2.96M | Buy |
163,605
+7,845
| +5% | +$142K | 0.03% | 493 |
|
|
2024
Q2 | $2.71M | Buy |
155,760
+1,179
| +0.8% | +$20.5K | 0.03% | 527 |
|
|
2024
Q1 | $2.68M | Sell |
154,581
-3,747
| -2% | -$64.9K | 0.03% | 534 |
|
|
2023
Q4 | $2.67M | Sell |
158,328
-6,106
| -4% | -$103K | 0.03% | 505 |
|
|
2023
Q3 | $2.63M | Sell |
164,434
-19,313
| -11% | -$308K | 0.04% | 474 |
|
|
2023
Q2 | $2.94M | Sell |
183,747
-18,314
| -9% | -$293K | 0.04% | 443 |
|
|
2023
Q1 | $3.22M | Sell |
202,061
-6,075
| -3% | -$97K | 0.05% | 388 |
|
|
2022
Q4 | $3.5M | Sell |
208,136
-17,841
| -8% | -$300K | 0.06% | 339 |
|
|
2022
Q3 | $4.01M | Buy |
225,977
+47,413
| +27% | +$841K | 0.07% | 279 |
|
|
2022
Q2 | $3.08M | Sell |
178,564
-150,719
| -46% | -$2.6M | 0.06% | 320 |
|
|
2022
Q1 | $6.26M | Buy |
+329,283
| New | +$6.26M | 0.1% | 210 |
|