Elevation Wealth Partners’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
Q4 | $136K | Buy |
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|
2025
Q3 | $136K | Buy |
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|
2025
Q2 | $131K | Buy |
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|
2025
Q1 | $129K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $54.4K | Buy |
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|
2024
Q2 | $51.4K | Buy |
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|
2024
Q1 | $50.6K | Buy |
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|
2023
Q4 | $45K | Hold |
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|
2023
Q3 | $45K | Buy |
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|
2023
Q2 | $44.3K | Buy |
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|
2023
Q1 | $43.6K | Buy |
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