Blue Zone Wealth Advisors’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 | $193K | Buy |
10,842
+732
| +7% | +$13K | 0.05% | 106 |
|
|
2025
Q1 | $178K | Sell |
10,110
-454
| -4% | -$7.99K | 0.05% | 101 |
|
|
2024
Q4 | $187K | Buy |
10,564
+257
| +2% | +$4.55K | 0.05% | 99 |
|
|
2024
Q3 | $187K | Buy |
+10,307
| New | +$187K | 0.06% | 97 |
|
|
2023
Q2 | – | Sell |
-12,261
| Closed | -$196K | – | 80 |
|
|
2023
Q1 | $196K | Sell |
12,261
-14,493
| -54% | -$231K | 0.1% | 76 |
|
|
2022
Q4 | $449K | Buy |
26,754
+63
| +0.2% | +$1.06K | 0.24% | 59 |
|
|
2022
Q3 | $446K | Buy |
26,691
+1,017
| +4% | +$17K | 0.23% | 65 |
|
|
2022
Q2 | $442K | Sell |
25,674
-1,945
| -7% | -$33.5K | 0.2% | 68 |
|
|
2022
Q1 | $525K | Buy |
27,619
+62
| +0.2% | +$1.18K | 0.2% | 68 |
|
|
2021
Q4 | $560K | Sell |
27,557
-51
| -0.2% | -$1.04K | 0.19% | 70 |
|
|
2021
Q3 | $567K | Buy |
+27,608
| New | +$567K | 0.2% | 70 |
|