Dynasty Wealth Management’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
2018
Q4
Sell
-29,541
Closed -$564K 35
2018
Q3
$564K Buy
29,541
+29
+0.1% +$554 0.73% 31
2018
Q2
$562K Sell
29,512
-1,370
-4% -$26.1K 1.16% 20
2018
Q1
$601K Sell
30,882
-372
-1% -$7.24K 0.25% 21
2017
Q4
$625K Buy
+31,254
New +$625K 1.08% 23