ICA Group Wealth Management’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
Q2 | $1.18M | Sell |
68,160
-39,728
| -37% | -$690K | 0.71% | 30 |
|
|
2024
Q1 | $1.87M | Buy |
107,888
+4,923
| +5% | +$85.3K | 0.37% | 54 |
|
|
2023
Q4 | $1.74M | Buy |
102,965
+9,107
| +10% | +$154K | 0.39% | 54 |
|
|
2023
Q3 | $1.5M | Buy |
93,858
+4,002
| +4% | +$63.9K | 0.42% | 60 |
|
|
2023
Q2 | $1.44M | Sell |
89,856
-2,581
| -3% | -$41.2K | 0.36% | 63 |
|
|
2023
Q1 | $1.48M | Sell |
92,437
-196
| -0.2% | -$3.13K | 0.35% | 65 |
|
|
2022
Q4 | $1.56M | Sell |
92,633
-481
| -0.5% | -$8.08K | 0.37% | 67 |
|
|
2022
Q3 | $1.56M | Sell |
93,114
-798
| -0.8% | -$13.3K | 0.33% | 72 |
|
|
2022
Q2 | $1.69M | Buy |
93,912
+1,709
| +2% | +$30.8K | 0.32% | 78 |
|
|
2022
Q1 | $1.67M | Buy |
+92,203
| New | +$1.67M | 0.32% | 78 |
|