Guardian Wealth Advisors (North Carolina)’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 | $458K | Hold |
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|
2025
Q2 | $447K | Hold |
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|
2025
Q1 | $441K | Hold |
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|
2024
Q4 | $444K | Hold |
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|
2024
Q3 | $454K | Sell |
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|
2024
Q2 | $478K | Buy |
|
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|
2024
Q1 | $470K | Hold |
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|
2023
Q4 | $457K | Hold |
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|
2023
Q3 | $433K | Hold |
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|
2023
Q2 | $433K | Sell |
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|
2023
Q1 | $440K | Hold |
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|
2022
Q4 | $463K | Sell |
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|
2022
Q3 | $477K | Sell |
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|
2022
Q2 | $497K | Buy |
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|
2022
Q1 | $530K | Hold |
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|
2021
Q4 | $566K | Buy |
|