Householder Group Estate & Retirement Specialist’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $273K | Buy |
15,470
+285
| +2% | +$5.03K | 0.2% | 82 |
|
2024
Q3 | $274K | Buy |
15,185
+395
| +3% | +$7.13K | 0.08% | 203 |
|
2024
Q2 | $256K | Buy |
14,790
+848
| +6% | +$14.7K | 0.07% | 212 |
|
2024
Q1 | $241K | Buy |
13,942
+13,870
| +19,264% | +$240K | 0.07% | 220 |
|
2023
Q4 | $1K | Buy |
72
+1
| +1% | +$14 | ﹤0.01% | 1060 |
|
2023
Q3 | $1.15K | Buy |
+71
| New | +$1.15K | ﹤0.01% | 1128 |
|
2022
Q4 | – | Sell |
-718
| Closed | -$11K | – | 580 |
|
2022
Q3 | $11K | Buy |
+718
| New | +$11K | ﹤0.01% | 704 |
|