FSC Wealth 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 | – | Sell |
-350
| Closed | -$6.16K | – | 136 |
|
|
2025
Q1 | $6.16K | Sell |
350
-3,470
| -91% | -$61K | ﹤0.01% | 220 |
|
|
2024
Q4 | $67.6K | Hold |
3,820
| – | – | 0.04% | 101 |
|
|
2024
Q3 | $69.1K | Buy |
3,820
+1,648
| +76% | +$29.8K | 0.05% | 104 |
|
|
2024
Q2 | $37.7K | Buy |
2,172
+1,000
| +85% | +$17.4K | 0.03% | 119 |
|
|
2024
Q1 | $20.3K | Buy |
+1,172
| New | +$20.3K | 0.01% | 153 |
|
|
2022
Q1 | – | Sell |
-37,449
| Closed | -$761K | – | 177 |
|
|
2021
Q4 | $761K | Buy |
+37,449
| New | +$761K | 0.52% | 23 |
|