Golden State Wealth Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.43M | Buy |
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|
2025
Q2 | $2.2M | Buy |
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|
2025
Q1 | $2.15M | Buy |
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|
2024
Q4 | $1.66M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $152K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $189K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $291K | Sell |
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|
2019
Q2 | $309K | Sell |
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|
2019
Q1 | $504K | Buy |
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