Icon Wealth Partners’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.99M | Buy |
|
|||||
|
2023
Q2 | $2.73M | Buy |
|
|||||
|
2023
Q1 | $2.58M | Buy |
|
|||||
|
2022
Q2 | $1.96M | Sell |
|
|||||
|
2022
Q1 | $6.62M | Sell |
|
|||||
|
2021
Q4 | $8.81M | Buy |
|
|||||
|
2021
Q3 | $8.76M | Buy |
|
|||||
|
2021
Q2 | $8.73M | Buy |
|
|||||
|
2021
Q1 | $8.35M | Buy |
|
|||||
|
2020
Q4 | $8.21M | Buy |
|
|||||
|
2020
Q3 | $7.62M | Buy |
|
|||||
|
2020
Q2 | $7.26M | Sell |
|
|||||
|
2020
Q1 | $6.59M | Buy |
|
|||||
|
2019
Q4 | $7.99M | Buy |
|
|||||
|
2019
Q3 | $7.72M | Buy |
|
|||||
|
2019
Q2 | $7.56M | Buy |
|
|||||
|
2019
Q1 | $4.36M | Buy |
|
|||||
|
2018
Q4 | $1.11M | Buy |
|
|||||
|
2018
Q3 | $626K | Hold |
|
|||||
|
2018
Q2 | $625K | Hold |
|
|||||
|
2018
Q1 | $638K | Hold |
|
|||||
|
2017
Q4 | $656K | Buy |
|