Darden Wealth Group’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 | $2.67M | Buy |
149,748
+6,063
| +4% | +$108K | 1.61% | 11 |
|
2025
Q1 | $2.53M | Sell |
143,685
-2,535
| -2% | -$44.6K | 1.96% | 9 |
|
2024
Q4 | $2.59M | Buy |
146,220
+3,148
| +2% | +$55.7K | 1.74% | 11 |
|
2024
Q3 | $2.59M | Buy |
143,072
+10,387
| +8% | +$188K | 1.86% | 9 |
|
2024
Q2 | $2.3M | Sell |
132,685
-54
| -0% | -$937 | 1.39% | 10 |
|
2024
Q1 | $2.3M | Buy |
132,739
+22,986
| +21% | +$398K | 1.8% | 8 |
|
2023
Q4 | $1.85M | Buy |
+109,753
| New | +$1.85M | 1.78% | 10 |
|