Founders Financial Securities’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 | $326K | Sell |
18,340
-3,136
| -15% | -$55.8K | 0.02% | 401 |
|
|
2025
Q1 | $373K | Sell |
21,476
-1,863
| -8% | -$32.4K | 0.03% | 364 |
|
|
2024
Q4 | $413K | Sell |
23,339
-1,539
| -6% | -$27.2K | 0.04% | 335 |
|
|
2024
Q3 | $450K | Sell |
24,878
-3,443
| -12% | -$62.3K | 0.04% | 285 |
|
|
2024
Q2 | $492K | Buy |
28,321
+1,233
| +5% | +$21.4K | 0.05% | 291 |
|
|
2024
Q1 | $469K | Buy |
27,088
+331
| +1% | +$5.73K | 0.05% | 272 |
|
|
2023
Q4 | $451K | Buy |
26,757
+20
| +0.1% | +$337 | 0.05% | 261 |
|
|
2023
Q3 | $427K | Buy |
26,737
+200
| +0.8% | +$3.19K | 0.06% | 229 |
|
|
2023
Q2 | $424K | Buy |
26,537
+852
| +3% | +$13.6K | 0.06% | 231 |
|
|
2023
Q1 | $410K | Buy |
25,685
+1,041
| +4% | +$16.6K | 0.06% | 226 |
|
|
2022
Q4 | $414K | Sell |
24,644
-431
| -2% | -$7.24K | 0.07% | 213 |
|
|
2022
Q3 | $419K | Buy |
25,075
+14,876
| +146% | +$249K | 0.07% | 193 |
|
|
2022
Q2 | $176K | Sell |
10,199
-4,149
| -29% | -$71.6K | 0.03% | 249 |
|
|
2022
Q1 | $273K | Buy |
+14,348
| New | +$273K | 0.05% | 226 |
|