Carson Wealth (CWM LLC)’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 | $628K | Sell |
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|
2025
Q2 | $2.08M | Sell |
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|
2025
Q1 | $2.15M | Sell |
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|
2024
Q4 | $2.27M | Sell |
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|
2024
Q3 | $2.34M | Sell |
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|
2024
Q2 | $2.62M | Sell |
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|
2024
Q1 | $2.85M | Sell |
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|
2023
Q4 | $3.94M | Sell |
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|
2023
Q3 | $4.06M | Buy |
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|
2023
Q2 | $437K | Sell |
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|
2023
Q1 | $489K | Sell |
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|
2022
Q4 | $8.19M | Sell |
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|
2022
Q3 | $16.6M | Sell |
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|
2022
Q2 | $17.3M | Sell |
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|
2022
Q1 | $21M | Sell |
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|
2021
Q4 | $25.3M | Buy |
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|
2021
Q2 | $22.7M | Hold |
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|
2021
Q1 | $22.7M | Hold |
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|
2020
Q4 | $22.7M | Hold |
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|
2020
Q3 | $22.7M | Hold |
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|
2020
Q2 | $22.7M | Hold |
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|
2020
Q1 | $22.7M | Hold |
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|
2019
Q4 | $22.7M | Hold |
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|
2019
Q3 | $22.7M | Hold |
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|
2019
Q2 | $22.7M | Hold |
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|
2019
Q1 | $22.7M | Buy |
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|
2018
Q4 | $1.09M | Sell |
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|
2018
Q3 | $1.77M | Buy |
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|
2018
Q2 | $711K | Buy |
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|
2018
Q1 | $29K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $31K | Buy |
|