Cascade Investment Group’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
Q2 | $430K | Sell |
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|
2025
Q1 | $506K | Sell |
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|
2024
Q4 | $537K | Sell |
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|
2024
Q3 | $552K | Sell |
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|
2024
Q2 | $530K | Sell |
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|
2024
Q1 | $535K | Buy |
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|
2023
Q4 | $520K | Buy |
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|
2023
Q3 | $387K | Sell |
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|
2023
Q2 | $392K | Sell |
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|
2023
Q1 | $669K | Sell |
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|
2022
Q4 | $753K | Buy |
|