DHJJ Financial Advisors’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 | $35.1K | Hold |
1,973
| – | – | 0.01% | 400 |
|
|
2025
Q1 | $34.7K | Hold |
1,973
| – | – | 0.01% | 359 |
|
|
2024
Q4 | $34.9K | Sell |
1,973
-2,025
| -51% | -$35.8K | 0.01% | 358 |
|
|
2024
Q3 | $72.4K | Sell |
3,998
-1,822
| -31% | -$33K | 0.03% | 255 |
|
|
2024
Q2 | $101K | Sell |
5,820
-2,745
| -32% | -$47.7K | 0.04% | 202 |
|
|
2024
Q1 | $148K | Sell |
8,565
-250
| -3% | -$4.33K | 0.07% | 164 |
|
|
2023
Q4 | $149K | Sell |
8,815
-1,188
| -12% | -$20K | 0.07% | 158 |
|
|
2023
Q3 | $160K | Buy |
+10,003
| New | +$160K | 0.08% | 145 |
|
|
2023
Q2 | – | Sell |
-10,615
| Closed | -$169K | – | 138 |
|
|
2023
Q1 | $169K | Buy |
10,615
+38
| +0.4% | +$606 | 0.09% | 139 |
|
|
2022
Q4 | $178K | Sell |
10,577
-3,437
| -25% | -$57.7K | 0.1% | 132 |
|
|
2022
Q3 | $234K | Buy |
+14,014
| New | +$234K | 0.14% | 115 |
|