Jones Financial Companies’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 | $5.64M | Buy |
317,957
+64,035
| +25% | +$1.14M | ﹤0.01% | 467 |
|
|
2025
Q1 | $4.47M | Buy |
253,922
+59,501
| +31% | +$1.05M | ﹤0.01% | 448 |
|
|
2024
Q4 | $3.44M | Buy |
194,421
+78,035
| +67% | +$1.38M | ﹤0.01% | 435 |
|
|
2024
Q3 | $2.11M | Buy |
116,386
+48,729
| +72% | +$884K | ﹤0.01% | 447 |
|
|
2024
Q2 | $1.17M | Buy |
67,657
+39,818
| +143% | +$691K | ﹤0.01% | 404 |
|
|
2024
Q1 | $482K | Buy |
+27,839
| New | +$482K | ﹤0.01% | 331 |
|
|
2021
Q2 | – | Sell |
-1,360
| Closed | -$27K | – | 695 |
|
|
2021
Q1 | $27K | Buy |
+1,360
| New | +$27K | ﹤0.01% | 424 |
|