Investmark Advisory Group’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 | $300K | Buy |
16,858
+69
| +0.4% | +$1.23K | 0.14% | 102 |
|
|
2025
Q1 | $295K | Buy |
16,789
+170
| +1% | +$2.99K | 0.15% | 96 |
|
|
2024
Q4 | $294K | Buy |
16,619
+2,055
| +14% | +$36.4K | 0.14% | 97 |
|
|
2024
Q3 | $264K | Buy |
+14,564
| New | +$264K | 0.13% | 102 |
|
|
2022
Q4 | – | Sell |
-22,950
| Closed | -$383K | – | 109 |
|
|
2022
Q3 | $383K | Buy |
+22,950
| New | +$383K | 0.34% | 52 |
|