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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $447K | Hold |
25,095
| – | – | 0.03% | 211 |
|
|
2025
Q1 | $441K | Hold |
25,095
| – | – | 0.04% | 201 |
|
|
2024
Q4 | $444K | Hold |
25,095
| – | – | 0.04% | 202 |
|
|
2024
Q3 | $454K | Sell |
25,095
-2,450
| -9% | -$44.3K | 0.05% | 173 |
|
|
2024
Q2 | $478K | Buy |
27,545
+418
| +2% | +$7.26K | 0.06% | 162 |
|
|
2024
Q1 | $470K | Hold |
27,127
| – | – | 0.06% | 161 |
|
|
2023
Q4 | $457K | Hold |
27,127
| – | – | 0.07% | 141 |
|
|
2023
Q3 | $433K | Hold |
27,127
| – | – | 0.07% | 136 |
|
|
2023
Q2 | $433K | Sell |
27,127
-415
| -2% | -$6.63K | 0.07% | 138 |
|
|
2023
Q1 | $440K | Hold |
27,542
| – | – | 0.08% | 132 |
|
|
2022
Q4 | $463K | Sell |
27,542
-1,025
| -4% | -$17.2K | 0.09% | 117 |
|
|
2022
Q3 | $477K | Sell |
28,567
-294
| -1% | -$4.91K | 0.09% | 107 |
|
|
2022
Q2 | $497K | Buy |
28,861
+1,000
| +4% | +$17.2K | 0.09% | 108 |
|
|
2022
Q1 | $530K | Hold |
27,861
| – | – | 0.23% | 77 |
|
|
2021
Q4 | $566K | Buy |
+27,861
| New | +$566K | 0.24% | 73 |
|