BFWM
Bright Futures 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
Q1 | $760K | Sell |
44,414
-5,233
| -11% | -$89.5K | 0.83% | 42 |
|
|
2024
Q4 | $880K | Sell |
49,647
-59,759
| -55% | -$1.06M | 0.78% | 44 |
|
|
2024
Q3 | $1.96M | Buy |
109,406
+4,743
| +5% | +$85K | 0.95% | 26 |
|
|
2024
Q2 | $1.83M | Buy |
104,663
+3,090
| +3% | +$54.1K | 0.99% | 25 |
|
|
2024
Q1 | $1.76M | Buy |
+101,573
| New | +$1.76M | 0.95% | 29 |
|