AWM
Atticus Wealth Management’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 | $52.8K | Buy |
2,965
+42
| +1% | +$748 | 0.01% | 311 |
|
|
2025
Q1 | $51.4K | Sell |
2,923
-940
| -24% | -$16.5K | 0.02% | 229 |
|
|
2024
Q4 | $68.4K | Sell |
3,863
-11,167
| -74% | -$198K | 0.02% | 209 |
|
|
2024
Q3 | $272K | Sell |
15,030
-5,723
| -28% | -$104K | 0.09% | 104 |
|
|
2024
Q2 | $360K | Sell |
20,753
-9,051
| -30% | -$157K | 0.12% | 80 |
|
|
2024
Q1 | $516K | Buy |
29,804
+568
| +2% | +$9.84K | 0.17% | 68 |
|
|
2023
Q4 | $493K | Sell |
29,236
-4,271
| -13% | -$72K | 0.17% | 69 |
|
|
2023
Q3 | $535K | Buy |
33,507
+512
| +2% | +$8.18K | 0.21% | 65 |
|
|
2023
Q2 | $527K | Sell |
32,995
-381,268
| -92% | -$6.09M | 0.19% | 72 |
|
|
2023
Q1 | $6.61M | Buy |
414,263
+156,827
| +61% | +$2.5M | 2.53% | 8 |
|
|
2022
Q4 | $4.32M | Buy |
257,436
+81,168
| +46% | +$1.36M | 1.78% | 11 |
|
|
2022
Q3 | $3.04M | Hold |
176,268
| – | – | 1.47% | 16 |
|
|
2022
Q2 | $3.04M | Buy |
+176,268
| New | +$3.04M | 1.26% | 19 |
|