IHT Wealth Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

IHT Wealth Management’s Portfolio FPE Stock Details FPE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.15M	Buy	176,853 +2,218	+1%	+$39.5K	0.09%	227
2025 Q1	$3.07M	Buy	174,635 +17,613	+11%	+$310K	0.1%	207
2024 Q4	$2.78M	Sell	157,022 -168	-0.1%	-$2.97K	0.09%	212
2024 Q3	$2.85M	Sell	157,190 -1,240	-0.8%	-$22.4K	0.08%	248
2024 Q2	$2.75M	Sell	158,430 -915	-0.6%	-$15.9K	0.1%	194
2024 Q1	$2.76M	Sell	159,345 -1,172	-0.7%	-$20.3K	0.11%	191
2023 Q4	$2.71M	Sell	160,517 -10,672	-6%	-$180K	0.12%	169
2023 Q3	$2.73M	Buy	171,189 +6,807	+4%	+$109K	0.14%	150
2023 Q2	$2.63M	Buy	164,382 +11,929	+8%	+$191K	0.14%	144
2023 Q1	$2.43M	Buy	152,453 +3,126	+2%	+$49.9K	0.14%	143
2022 Q4	$2.51M	Sell	149,327 -22,695	-13%	-$381K	0.16%	144
2022 Q3	$2.87M	Buy	172,022 +3,977	+2%	+$66.4K	0.22%	99
2022 Q2	$2.9M	Sell	168,045 -530	-0.3%	-$9.13K	0.26%	88
2022 Q1	$3.21M	Sell	168,575 -26,573	-14%	-$505K	0.24%	89
2021 Q4	$3.97M	Buy	195,148 +6,022	+3%	+$122K	0.29%	73
2021 Q3	$3.89M	Sell	189,126 -9,142	-5%	-$188K	0.32%	71
2021 Q2	$4.08M	Sell	198,268 -144,228	-42%	-$2.97M	0.26%	80
2021 Q1	$6.9M	Buy	342,496 +177,751	+108%	+$3.58M	0.5%	35
2020 Q4	$3.33M	Buy	164,745 +15,110	+10%	+$305K	0.28%	83
2020 Q3	$2.87M	Buy	149,635 +6,276	+4%	+$120K	0.29%	79
2020 Q2	$2.64M	Buy	143,359 +24,194	+20%	+$446K	0.36%	62
2020 Q1	$1.95M	Sell	119,165 -6,521	-5%	-$107K	0.28%	90
2019 Q4	$2.52M	Buy	125,686 +40,310	+47%	+$809K	0.3%	78
2019 Q3	$1.69M	Sell	85,376 -8,658	-9%	-$171K	0.23%	104
2019 Q2	$1.82M	Buy	94,034 +33,476	+55%	+$649K	0.26%	89
2019 Q1	$1.15M	Buy	+60,558	New	+$1.15M	0.19%	129
2018 Q2	–	Sell	-725	Closed	-$14K	–	764
2018 Q1	$14K	Sell	725 -2	-0.3%	-$39	﹤0.01%	1083
2017 Q4	$15K	Buy	727 +235	+48%	+$4.85K	﹤0.01%	1068
2017 Q3	$10K	Buy	+492	New	+$10K	﹤0.01%	966
2017 Q1	–	Sell	-575	Closed	-$11K	–	1289
2016 Q4	$11K	Buy	+575	New	+$11K	0.01%	774