Cornerstone Wealth Management’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
Q3 | $614K | Sell |
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|
2025
Q2 | $608K | Sell |
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|
2025
Q1 | $652K | Buy |
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|
2024
Q4 | $629K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $396K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $11M | Buy |
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|
2018
Q2 | $9.16M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $212K | Sell |
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|
2017
Q3 | $220K | Buy |
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|
2017
Q2 | $216K | Hold |
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|
2017
Q1 | $212K | Buy |
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|
2016
Q1 | $205K | Buy |
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