J.W. Cole Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $859K | Buy |
|
|||||
|
2025
Q1 | $787K | Sell |
|
|||||
|
2024
Q4 | $1.07M | Sell |
|
|||||
|
2024
Q3 | $1.22M | Sell |
|
|||||
|
2024
Q2 | $1.18M | Sell |
|
|||||
|
2024
Q1 | $1.24M | Sell |
|
|||||
|
2023
Q4 | $1.32M | Buy |
|
|||||
|
2023
Q3 | $1.24M | Buy |
|
|||||
|
2023
Q2 | $1.19M | Buy |
|
|||||
|
2023
Q1 | $1.14M | Buy |
|
|||||
|
2022
Q4 | $256K | Buy |
|
|||||
|
2022
Q3 | $254K | Sell |
|
|||||
|
2022
Q2 | $450K | Sell |
|
|||||
|
2022
Q1 | $571K | Buy |
|
|||||
|
2021
Q4 | $449K | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $392K | Buy |
|
|||||
|
2021
Q1 | $382K | Buy |
|
|||||
|
2020
Q4 | $381K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $366K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $429K | Buy |
|