Claro Advisors’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 | – | Sell |
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|
2025
Q1 | $181K | Sell |
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|
2024
Q4 | $234K | Sell |
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|
2024
Q3 | $244K | Sell |
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|
2024
Q2 | $498K | Buy |
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|
2024
Q1 | $345K | Sell |
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|
2023
Q4 | $389K | Sell |
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|
2023
Q3 | $588K | Sell |
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|
2023
Q2 | $847K | Sell |
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|
2023
Q1 | $953K | Sell |
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|
2022
Q4 | $1.09M | Buy |
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|
2022
Q3 | $877K | Hold |
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|
2022
Q2 | $877K | Sell |
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|
2022
Q1 | $2.39M | Hold |
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|
2021
Q4 | $2.39M | Buy |
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|
2021
Q3 | $1.71M | Buy |
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|
2021
Q2 | $839K | Buy |
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|
2021
Q1 | $636K | Buy |
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|
2020
Q4 | $551K | Buy |
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|
2020
Q3 | $404K | Buy |
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|
2020
Q2 | $323K | Buy |
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|
2020
Q1 | $237K | Buy |
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|
2019
Q4 | $240K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $74K | Buy |
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