Cornell Pochily Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $291K | Sell |
16,380
-4,267
| -21% | -$77.7K | 0.09% | 146 |
|
|
2025
Q4 | $376K | Sell |
20,647
-7,623
| -27% | -$139K | 0.11% | 134 |
|
|
2025
Q3 | $516K | Sell |
28,270
-4,229
| -13% | -$76.4K | 0.15% | 117 |
|
|
2025
Q2 | $578K | Sell |
32,499
-5,415
| -14% | -$94.5K | 0.19% | 106 |
|
|
2025
Q1 | $667K | Sell |
37,914
-2,237
| -6% | -$39.7K | 0.23% | 98 |
|
|
2024
Q4 | $711K | Sell |
40,151
-7,183
| -15% | -$129K | 0.25% | 93 |
|
|
2024
Q3 | $857K | Sell |
47,334
-1,598
| -3% | -$28.3K | 0.3% | 84 |
|
|
2024
Q2 | $850K | Sell |
48,932
-6,792
| -12% | -$117K | 0.32% | 78 |
|
|
2024
Q1 | $965K | Sell |
55,724
-1,712
| -3% | -$29.3K | 0.38% | 72 |
|
|
2023
Q4 | $968K | Sell |
57,436
-11,954
| -17% | -$193K | 0.4% | 71 |
|
|
2023
Q3 | $1.11M | Sell |
69,390
-2,988
| -4% | -$48.1K | 0.48% | 60 |
|
|
2023
Q2 | $1.16M | Sell |
72,378
-3,587
| -5% | -$57K | 0.48% | 64 |
|
|
2023
Q1 | $1.21M | Sell |
75,965
-1,152
| -1% | -$19.9K | 0.52% | 60 |
|
|
2022
Q4 | $1.3M | Sell |
77,117
-9,162
| -11% | -$154K | 0.58% | 54 |
|
|
2022
Q3 | $1.44M | Buy |
86,279
+648
| +0.8% | +$11.4K | 0.63% | 36 |
|
|
2022
Q2 | $1.48M | Sell |
85,631
-465
| -0.5% | -$8.4K | 0.66% | 43 |
|
|
2022
Q1 | $1.64M | Sell |
86,096
-5,936
| -6% | -$116K | 0.64% | 42 |
|
|
2021
Q4 | $1.87M | Sell |
92,032
-5,601
| -6% | -$114K | 0.73% | 39 |
|
|
2021
Q3 | $2M | Buy |
97,633
+5,977
| +7% | +$123K | 0.87% | 35 |
|
|
2021
Q2 | $1.89M | Buy |
91,656
+4,843
| +6% | +$98.8K | 0.83% | 38 |
|
|
2021
Q1 | $1.75M | Sell |
86,813
-2,663
| -3% | -$53.8K | 0.84% | 36 |
|
|
2020
Q4 | $1.81M | Buy |
89,476
+1,339
| +2% | +$26.5K | 0.87% | 32 |
|
|
2020
Q3 | $1.69M | Buy |
88,137
+1,472
| +2% | +$28.1K | 0.97% | 29 |
|
|
2020
Q2 | $1.6M | Buy |
86,665
+1,646
| +2% | +$29.7K | 0.99% | 27 |
|
|
2020
Q1 | $1.39M | Buy |
85,019
+2,182
| +3% | +$41.9K | 1.03% | 26 |
|
|
2019
Q4 | $1.66M | Sell |
82,837
-1,350
| -2% | -$26.9K | 0.99% | 28 |
|
|
2019
Q3 | $1.66M | Sell |
84,187
-5,884
| -7% | -$115K | 1.06% | 25 |
|
|
2019
Q2 | $1.75K | Buy |
90,071
+1,449
| +2% | +$27.9K | 0.44% | 29 |
|
|
2019
Q1 | $1.69M | Sell |
88,622
-10,261
| -10% | -$192K | 1.15% | 26 |
|
|
2018
Q4 | $1.77M | Sell |
98,883
-17,512
| -15% | -$325K | 1.15% | 24 |
|
|
2018
Q3 | $2.22M | Buy |
116,395
+116,272
| +94,530% | +$2.23M | 1.51% | 15 |
|
|
2018
Q2 | $2.35M | Sell |
123
-124,276
| -100% | -$2.4M | 1.62% | 17 |
|
|
2018
Q1 | $2.42M | Buy |
124,399
+17,319
| +16% | +$342K | 1.71% | 15 |
|
|
2017
Q4 | $2.14M | Buy |
+107,080
| New | +$2.15M | 1.38% | 18 |
|
Other funds holding FPE
