CIBC Private Wealth Group’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
Q2 | $140K | Buy |
7,865
+6,700
| +575% | +$119K | ﹤0.01% | 1258 |
|
|
2025
Q1 | $19.7K | Hold |
1,165
| – | – | ﹤0.01% | 1998 |
|
|
2024
Q4 | $20.6K | Hold |
1,165
| – | – | ﹤0.01% | 2046 |
|
|
2024
Q3 | $21.1K | Hold |
1,165
| – | – | ﹤0.01% | 2130 |
|
|
2024
Q2 | $20.4K | Hold |
1,165
| – | – | ﹤0.01% | 2020 |
|
|
2024
Q1 | $20.3K | Buy |
+1,165
| New | +$20.3K | ﹤0.01% | 2041 |
|
|
2018
Q2 | – | Sell |
-1,476
| Closed | -$29K | – | 2005 |
|
|
2018
Q1 | $29K | Buy |
1,476
+496
| +51% | +$9.75K | ﹤0.01% | 1285 |
|
|
2017
Q4 | $20K | Buy |
+980
| New | +$20K | ﹤0.01% | 1403 |
|