EverSource 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 | $19K | Hold |
1,065
| – | – | ﹤0.01% | 2331 |
|
|
2025
Q1 | $18.7K | Hold |
1,065
| – | – | ﹤0.01% | 1724 |
|
|
2024
Q4 | $18.9K | Hold |
1,065
| – | – | ﹤0.01% | 1656 |
|
|
2024
Q3 | $19.3K | Buy |
+1,065
| New | +$19.3K | ﹤0.01% | 1513 |
|
|
2023
Q4 | – | Sell |
-653
| Closed | -$10.4K | – | 2681 |
|
|
2023
Q3 | $10.4K | Hold |
653
| – | – | ﹤0.01% | 1406 |
|
|
2023
Q2 | $10.4K | Buy |
+653
| New | +$10.4K | ﹤0.01% | 1421 |
|