Independent Wealth Network’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 | $2.08M | Buy |
116,743
+2,121
| +2% | +$37.8K | 0.76% | 33 |
|
|
2025
Q1 | $2.02M | Buy |
114,622
+6,097
| +6% | +$107K | 0.8% | 31 |
|
|
2024
Q4 | $1.92M | Buy |
108,525
+567
| +0.5% | +$10K | 0.78% | 32 |
|
|
2024
Q3 | $1.95M | Buy |
107,958
+2,238
| +2% | +$40.5K | 0.86% | 29 |
|
|
2024
Q2 | $1.84M | Buy |
105,720
+1,265
| +1% | +$22K | 0.85% | 31 |
|
|
2024
Q1 | $1.81M | Sell |
104,455
-1,233
| -1% | -$21.4K | 0.85% | 30 |
|
|
2023
Q4 | $1.78M | Buy |
105,688
+9,907
| +10% | +$167K | 0.94% | 24 |
|
|
2023
Q3 | $1.53M | Buy |
95,781
+2,542
| +3% | +$40.6K | 0.94% | 23 |
|
|
2023
Q2 | $1.49M | Sell |
93,239
-4,752
| -5% | -$75.9K | 0.89% | 21 |
|
|
2023
Q1 | $1.56M | Buy |
97,991
+2,511
| +3% | +$40.1K | 1% | 20 |
|
|
2022
Q4 | $1.6M | Buy |
95,480
+1,967
| +2% | +$33K | 1.1% | 19 |
|
|
2022
Q3 | $1.56M | Buy |
93,513
+10,901
| +13% | +$182K | 1.22% | 17 |
|
|
2022
Q2 | $1.42M | Buy |
82,612
+5,033
| +6% | +$86.7K | 1.02% | 21 |
|
|
2022
Q1 | $1.48M | Buy |
77,579
+2,801
| +4% | +$53.3K | 0.94% | 23 |
|
|
2021
Q4 | $1.52M | Sell |
74,778
-438
| -0.6% | -$8.9K | 0.93% | 23 |
|
|
2021
Q3 | $1.54M | Buy |
+75,216
| New | +$1.54M | 1.01% | 23 |
|