Avantax Planning Partners’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 | $1.8M | Buy |
|
|||||
|
2025
Q2 | $1.75M | Buy |
|
|||||
|
2025
Q1 | $435K | Sell |
|
|||||
|
2024
Q4 | $772K | Buy |
|
|||||
|
2024
Q3 | $638K | Buy |
|
|||||
|
2024
Q2 | $603K | Buy |
|
|||||
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $164K | Sell |
|
|||||
|
2023
Q2 | $174K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $441K | Sell |
|
|||||
|
2022
Q3 | $786K | Buy |
|
|||||
|
2022
Q2 | $767K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $69K | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $12K | Buy |
|