Aurora Private Wealth’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 | $448K | Buy |
25,153
+362
| +1% | +$6.45K | 0.33% | 76 |
|
2025
Q1 | $436K | Sell |
24,791
-674
| -3% | -$11.9K | 0.35% | 76 |
|
2024
Q4 | $451K | Buy |
25,465
+1,842
| +8% | +$32.6K | 0.34% | 77 |
|
2024
Q3 | $428K | Buy |
23,623
+6,853
| +41% | +$124K | 0.34% | 80 |
|
2024
Q2 | $291K | Buy |
+16,770
| New | +$291K | 0.25% | 102 |
|
2021
Q1 | – | Sell |
-13,184
| Closed | -$266K | – | 218 |
|
2020
Q4 | $266K | Sell |
13,184
-104
| -0.8% | -$2.1K | 0.11% | 164 |
|
2020
Q3 | $255K | Sell |
13,288
-3,231
| -20% | -$62K | 0.11% | 157 |
|
2020
Q2 | $304K | Sell |
16,519
-16,384
| -50% | -$302K | 0.14% | 122 |
|
2020
Q1 | $540K | Buy |
32,903
+21,727
| +194% | +$357K | 0.19% | 113 |
|
2019
Q4 | $224K | Buy |
+11,176
| New | +$224K | 0.08% | 178 |
|