Holistic Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-13,068
| Closed | -$264K | – | 110 |
|
|
2020
Q4 | $264K | Buy |
+13,068
| New | +$264K | 0.18% | 83 |
|
|
2020
Q3 | – | Sell |
-13,068
| Closed | -$241K | – | 117 |
|
|
2020
Q2 | $241K | Hold |
13,068
| – | – | 0.21% | 65 |
|
|
2020
Q1 | $214K | Hold |
13,068
| – | – | 0.22% | 57 |
|
|
2019
Q4 | $262K | Buy |
+13,068
| New | +$262K | 0.16% | 80 |
|
|
2019
Q3 | – | Sell |
-13,068
| Closed | -$253K | – | 94 |
|
|
2019
Q2 | $253K | Buy |
+13,068
| New | +$253K | 0.25% | 57 |
|