GeoWealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $134K | Buy |
+7,534
| New | +$134K | 0.01% | 751 |
|
|
2025
Q1 | – | Sell |
-11,180
| Closed | -$198K | – | 1325 |
|
|
2024
Q4 | $198K | Sell |
11,180
-351,084
| -97% | -$6.21M | 0.01% | 770 |
|
|
2024
Q3 | $6.56M | Buy |
362,264
+350,612
| +3,009% | +$6.35M | 0.23% | 79 |
|
|
2024
Q2 | $202K | Sell |
11,652
-316,138
| -96% | -$5.49M | 0.01% | 688 |
|
|
2024
Q1 | $5.68M | Buy |
+327,790
| New | +$5.68M | 0.22% | 83 |
|
|
2022
Q2 | – | Sell |
-537,257
| Closed | -$10.2M | – | 348 |
|
|
2022
Q1 | $10.2M | Buy |
+537,257
| New | +$10.2M | 0.9% | 31 |
|