CIA
Concurrent Investment Advisors’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 | $3.91M | Sell |
219,732
-202,657
| -48% | -$3.61M | 0.08% | 269 |
|
|
2025
Q1 | $7.43M | Buy |
422,389
+20,310
| +5% | +$357K | 0.18% | 121 |
|
|
2024
Q4 | $7.12M | Sell |
402,079
-38,573
| -9% | -$683K | 0.19% | 108 |
|
|
2024
Q3 | $7.98M | Buy |
440,652
+15,814
| +4% | +$286K | 0.24% | 97 |
|
|
2024
Q2 | $7.38M | Buy |
424,838
+162,507
| +62% | +$2.82M | 0.24% | 96 |
|
|
2024
Q1 | $4.54M | Buy |
262,331
+74,009
| +39% | +$1.28M | 0.18% | 127 |
|
|
2023
Q4 | $3.18M | Buy |
+188,322
| New | +$3.18M | 0.15% | 152 |
|