Cornell Pochily Investment Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Cornell Pochily Investment Advisors’s Portfolio FPE Stock Details FPE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$578K	Sell	32,499 -5,415	-14%	-$96.4K	0.19%	106
2025 Q1	$667K	Sell	37,914 -2,237	-6%	-$39.3K	0.23%	98
2024 Q4	$711K	Sell	40,151 -7,183	-15%	-$127K	0.25%	93
2024 Q3	$857K	Sell	47,334 -1,598	-3%	-$28.9K	0.3%	84
2024 Q2	$850K	Sell	48,932 -6,792	-12%	-$118K	0.32%	78
2024 Q1	$965K	Sell	55,724 -1,712	-3%	-$29.7K	0.38%	72
2023 Q4	$968K	Sell	57,436 -11,954	-17%	-$202K	0.4%	71
2023 Q3	$1.11M	Sell	69,390 -2,988	-4%	-$47.7K	0.48%	60
2023 Q2	$1.16M	Sell	72,378 -3,587	-5%	-$57.3K	0.48%	64
2023 Q1	$1.21M	Sell	75,965 -1,152	-1%	-$18.4K	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%	+$10.8K	0.63%	36
2022 Q2	$1.48M	Sell	85,631 -465	-0.5%	-$8.01K	0.66%	43
2022 Q1	$1.64M	Sell	86,096 -5,936	-6%	-$113K	0.64%	42
2021 Q4	$1.87M	Sell	92,032 -5,601	-6%	-$114K	0.73%	39
2021 Q3	$2.01M	Buy	97,633 +5,977	+7%	+$123K	0.87%	35
2021 Q2	$1.89M	Buy	91,656 +4,843	+6%	+$99.8K	0.83%	38
2021 Q1	$1.75M	Sell	86,813 -2,663	-3%	-$53.7K	0.84%	36
2020 Q4	$1.81M	Buy	89,476 +1,339	+2%	+$27K	0.87%	32
2020 Q3	$1.69M	Buy	88,137 +1,472	+2%	+$28.2K	0.97%	29
2020 Q2	$1.6M	Buy	86,665 +1,646	+2%	+$30.3K	0.99%	27
2020 Q1	$1.39M	Buy	85,019 +2,182	+3%	+$35.8K	1.03%	26
2019 Q4	$1.66M	Sell	82,837 -1,350	-2%	-$27.1K	0.99%	28
2019 Q3	$1.66M	Sell	84,187 -5,884	-7%	-$116K	1.06%	25
2019 Q2	$1.75K	Buy	90,071 +1,449	+2%	+$28	0.44%	29
2019 Q1	$1.69M	Sell	88,622 -10,261	-10%	-$196K	1.15%	26
2018 Q4	$1.78M	Sell	98,883 -17,512	-15%	-$314K	1.15%	24
2018 Q3	$2.22M	Buy	116,395 +116,272	+94,530%	+$2.22M	1.51%	15
2018 Q2	$2.35M	Sell	123 -124,276	-100%	-$2.37B	1.62%	17
2018 Q1	$2.42M	Buy	124,399 +17,319	+16%	+$337K	1.71%	15
2017 Q4	$2.14M	Buy	+107,080	New	+$2.14M	1.38%	18