Keebeck Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-342,200
| Closed | -$5.46M | – | 260 |
|
|
2023
Q2 | $5.46M | Hold |
342,200
| – | – | 0.75% | 31 |
|
|
2023
Q1 | $5.46M | Hold |
342,200
| – | – | 0.88% | 25 |
|
|
2022
Q4 | $5.75M | Hold |
342,200
| – | – | 1.01% | 22 |
|
|
2022
Q3 | $5.72M | Hold |
342,200
| – | – | 1.1% | 20 |
|
|
2022
Q2 | $5.9M | Hold |
342,200
| – | – | 1.13% | 19 |
|
|
2022
Q1 | $6.51M | Hold |
342,200
| – | – | 1.08% | 21 |
|
|
2021
Q4 | $6.95M | Hold |
342,200
| – | – | 1.24% | 17 |
|
|
2021
Q3 | $7.03M | Hold |
342,200
| – | – | 1.39% | 15 |
|
|
2021
Q2 | $7.05M | Buy |
+342,200
| New | +$7.05M | 1.02% | 26 |
|