Great Valley Advisor Group’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 | – | Sell |
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|
2025
Q2 | $183K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $231K | Sell |
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|
2023
Q4 | $303K | Sell |
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|
2023
Q3 | $1.19M | Sell |
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|
2023
Q2 | $1.37M | Sell |
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|
2023
Q1 | $1.79M | Buy |
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|
2022
Q4 | $1.41M | Sell |
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|
2022
Q3 | $1.42M | Buy |
|
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|
2022
Q2 | $1.29M | Sell |
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|
2022
Q1 | $2M | Buy |
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|
2021
Q4 | $1.59M | Sell |
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|
2021
Q3 | $1.6M | Buy |
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|
2021
Q2 | $672K | Hold |
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|
2021
Q1 | $670K | Buy |
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|
2020
Q4 | $593K | Buy |
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|
2020
Q3 | $506K | Sell |
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|
2020
Q2 | $494K | Buy |
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