Freedom Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-30,110
| Closed | -$588K | – | 1080 |
|
|
2017
Q1 | $588K | Buy |
30,110
+8,511
| +39% | +$166K | 0.03% | 488 |
|
|
2016
Q4 | $410K | Buy |
+21,599
| New | +$410K | 0.03% | 561 |
|
|
2016
Q1 | – | Sell |
-30,164
| Closed | -$572K | – | 846 |
|
|
2015
Q4 | $572K | Buy |
30,164
+13,976
| +86% | +$265K | 0.04% | 360 |
|
|
2015
Q3 | $339K | Buy |
+16,188
| New | +$339K | 0.03% | 434 |
|