Icon Wealth Advisors’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 | $2.79M | Sell |
156,663
-4,965
| -3% | -$88.4K | 0.2% | 85 |
|
|
2025
Q1 | $2.84M | Buy |
161,628
+1,683
| +1% | +$29.6K | 0.23% | 80 |
|
|
2024
Q4 | $2.83M | Sell |
159,945
-2,923
| -2% | -$51.7K | 0.23% | 79 |
|
|
2024
Q3 | $2.95M | Sell |
162,868
-5,926
| -4% | -$107K | 0.25% | 71 |
|
|
2024
Q2 | $2.97M | Buy |
168,794
+16,383
| +11% | +$288K | 0.26% | 66 |
|
|
2024
Q1 | $2.64M | Sell |
152,411
-17,545
| -10% | -$304K | 0.25% | 76 |
|
|
2023
Q4 | $2.87M | Buy |
+169,956
| New | +$2.87M | 0.3% | 69 |
|
|
2022
Q4 | $1.93M | Sell |
114,616
-11,977
| -9% | -$201K | 0.22% | 99 |
|
|
2022
Q3 | $2.11M | Buy |
+126,593
| New | +$2.11M | 0.26% | 90 |
|