EWA
Etesian Wealth Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.37M | Sell |
133,016
-5,943
| -4% | -$106K | 0.88% | 28 |
|
|
2025
Q1 | $2.44M | Buy |
138,959
+9,964
| +8% | +$175K | 1.05% | 22 |
|
|
2024
Q4 | $2.28M | Sell |
128,995
-18,930
| -13% | -$335K | 1.01% | 23 |
|
|
2024
Q3 | $2.68M | Sell |
147,925
-26,302
| -15% | -$476K | 1.21% | 20 |
|
|
2024
Q2 | $3.02M | Sell |
174,227
-13,082
| -7% | -$227K | 1.7% | 15 |
|
|
2024
Q1 | $3.24M | Buy |
187,309
+595
| +0.3% | +$10.3K | 1.86% | 11 |
|
|
2023
Q4 | $3.15M | Sell |
186,714
-12,669
| -6% | -$214K | 1.89% | 11 |
|
|
2023
Q3 | $3.18M | Buy |
199,383
+4,763
| +2% | +$76.1K | 2.14% | 11 |
|
|
2023
Q2 | $3.11M | Buy |
194,620
+7,452
| +4% | +$119K | 2.03% | 10 |
|
|
2023
Q1 | $2.99M | Buy |
187,168
+36,609
| +24% | +$584K | 1.99% | 11 |
|
|
2022
Q4 | $2.53M | Buy |
+150,559
| New | +$2.53M | 1.84% | 12 |
|