Golden State Wealth 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 | $2.2M | Buy |
123,355
+961
| +0.8% | +$17.1K | 0.27% | 75 |
|
|
2025
Q1 | $2.15M | Buy |
122,394
+28,453
| +30% | +$500K | 0.32% | 66 |
|
|
2024
Q4 | $1.66M | Buy |
+93,941
| New | +$1.66M | 0.25% | 76 |
|
|
2020
Q4 | – | Sell |
-7,931
| Closed | -$152K | – | 297 |
|
|
2020
Q3 | $152K | Buy |
+7,931
| New | +$152K | 0.05% | 217 |
|
|
2020
Q2 | – | Sell |
-11,531
| Closed | -$189K | – | 426 |
|
|
2020
Q1 | $189K | Buy |
+11,531
| New | +$189K | 0.08% | 160 |
|
|
2019
Q4 | – | Sell |
-14,745
| Closed | -$291K | – | 358 |
|
|
2019
Q3 | $291K | Sell |
14,745
-1,200
| -8% | -$23.7K | 0.1% | 159 |
|
|
2019
Q2 | $309K | Sell |
15,945
-10,503
| -40% | -$204K | 0.1% | 165 |
|
|
2019
Q1 | $504K | Buy |
+26,448
| New | +$504K | 0.17% | 117 |
|