Farther Finance Advisors’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 | $643K | Buy |
36,119
+24,516
| +211% | +$436K | 0.01% | 785 |
|
|
2025
Q1 | $204K | Buy |
11,603
+2,964
| +34% | +$52.2K | 0.01% | 1216 |
|
|
2024
Q4 | $153K | Sell |
8,639
-1,535
| -15% | -$27.2K | 0.01% | 1114 |
|
|
2024
Q3 | $184K | Buy |
10,174
+559
| +6% | +$10.1K | 0.01% | 1022 |
|
|
2024
Q2 | $167K | Sell |
9,615
-8,617
| -47% | -$150K | 0.01% | 919 |
|
|
2024
Q1 | $317K | Buy |
18,232
+6,361
| +54% | +$111K | 0.02% | 528 |
|
|
2023
Q4 | $200K | Sell |
11,871
-10,146
| -46% | -$171K | 0.01% | 554 |
|
|
2023
Q3 | $352K | Sell |
22,017
-1,827
| -8% | -$29.2K | 0.06% | 264 |
|
|
2023
Q2 | $381K | Buy |
23,844
+2,006
| +9% | +$32K | 0.08% | 198 |
|
|
2023
Q1 | $349K | Buy |
21,838
+8,452
| +63% | +$135K | 0.1% | 182 |
|
|
2022
Q4 | $225K | Buy |
+13,386
| New | +$225K | 0.09% | 207 |
|