Columbia Advisory Partners’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $565K | Buy |
31,730
+2,605
| +9% | +$46.4K | 0.43% | 38 |
|
|
2025
Q1 | $512K | Buy |
29,125
+9,312
| +47% | +$164K | 0.44% | 37 |
|
|
2024
Q4 | $351K | Buy |
19,813
+7,908
| +66% | +$140K | 0.33% | 46 |
|
|
2024
Q3 | $215K | Hold |
11,905
| – | – | 0.2% | 53 |
|
|
2024
Q2 | $207K | Buy |
11,905
+1,000
| +9% | +$17.4K | 0.2% | 48 |
|
|
2024
Q1 | $189K | Hold |
10,905
| – | – | 0.19% | 48 |
|
|
2023
Q4 | $184K | Sell |
10,905
-130
| -1% | -$2.19K | 0.19% | 60 |
|
|
2023
Q3 | $176K | Hold |
11,035
| – | – | 0.19% | 64 |
|
|
2023
Q2 | $176K | Sell |
11,035
-100
| -0.9% | -$1.6K | 0.19% | 56 |
|
|
2023
Q1 | $178K | Sell |
11,135
-1,250
| -10% | -$20K | 0.17% | 56 |
|
|
2022
Q4 | $208K | Sell |
12,385
-2,595
| -17% | -$43.6K | 0.2% | 60 |
|
|
2022
Q3 | $250K | Sell |
14,980
-58
| -0.4% | -$968 | 0.3% | 35 |
|
|
2022
Q2 | $259K | Sell |
15,038
-111
| -0.7% | -$1.91K | 0.3% | 33 |
|
|
2022
Q1 | $288K | Buy |
+15,149
| New | +$288K | 0.29% | 32 |
|