Key Client Fiduciary 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
Q3 | $268K | Buy |
|
|||||
|
2025
Q2 | $229K | Buy |
|
|||||
|
2025
Q1 | $190K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $198K | Sell |
|
|||||
|
2023
Q4 | $193K | Sell |
|
|||||
|
2023
Q3 | $188K | Sell |
|
|||||
|
2023
Q2 | $280K | Sell |
|
|||||
|
2023
Q1 | $285K | Sell |
|
|||||
|
2022
Q4 | $370K | Sell |
|
|||||
|
2022
Q3 | $385K | Sell |
|
|||||
|
2022
Q2 | $517K | Sell |
|
|||||
|
2022
Q1 | $822K | Buy |
|
|||||
|
2021
Q4 | $362K | Buy |
|