Elevation Wealth Partners’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 | $131K | Buy |
7,386
+45
| +0.6% | +$801 | 0.05% | 147 |
|
|
2025
Q1 | $129K | Buy |
+7,341
| New | +$129K | 0.06% | 140 |
|
|
2024
Q4 | – | Sell |
-3,004
| Closed | -$54.4K | – | 513 |
|
|
2024
Q3 | $54.4K | Buy |
3,004
+43
| +1% | +$778 | 0.02% | 213 |
|
|
2024
Q2 | $51.4K | Buy |
2,961
+42
| +1% | +$729 | 0.02% | 214 |
|
|
2024
Q1 | $50.6K | Buy |
2,919
+99
| +4% | +$1.72K | 0.03% | 218 |
|
|
2023
Q4 | $45K | Hold |
2,820
| – | – | 0.03% | 220 |
|
|
2023
Q3 | $45K | Buy |
2,820
+44
| +2% | +$703 | 0.04% | 161 |
|
|
2023
Q2 | $44.3K | Buy |
2,776
+47
| +2% | +$751 | 0.04% | 168 |
|
|
2023
Q1 | $43.6K | Buy |
+2,729
| New | +$43.6K | 0.04% | 173 |
|