Elk River 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-23,490
| Closed | -$477K | – | 128 |
|
|
2021
Q4 | $477K | Sell |
23,490
-4,175
| -15% | -$84.8K | 0.11% | 86 |
|
|
2021
Q3 | $568K | Sell |
27,665
-404
| -1% | -$8.3K | 0.14% | 77 |
|
|
2021
Q2 | $578K | Sell |
28,069
-150
| -0.5% | -$3.09K | 0.15% | 78 |
|
|
2021
Q1 | $569K | Sell |
28,219
-12,748
| -31% | -$257K | 0.16% | 75 |
|
|
2020
Q4 | $827K | Buy |
+40,967
| New | +$827K | 0.27% | 63 |
|