KCFA
Key Client Fiduciary Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Buy |
12,844
+2,031
| +19% | +$36.2K | 0.09% | 176 |
|
|
2025
Q1 | $190K | Buy |
+10,813
| New | +$190K | 0.09% | 180 |
|
|
2024
Q2 | – | Sell |
-11,421
| Closed | -$198K | – | 187 |
|
|
2024
Q1 | $198K | Sell |
11,421
-42
| -0.4% | -$727 | 0.11% | 178 |
|
|
2023
Q4 | $193K | Sell |
11,463
-306
| -3% | -$5.16K | 0.11% | 163 |
|
|
2023
Q3 | $188K | Sell |
11,769
-5,757
| -33% | -$91.9K | 0.12% | 159 |
|
|
2023
Q2 | $280K | Sell |
17,526
-315
| -2% | -$5.03K | 0.16% | 135 |
|
|
2023
Q1 | $285K | Sell |
17,841
-4,196
| -19% | -$67K | 0.18% | 126 |
|
|
2022
Q4 | $370K | Sell |
22,037
-1,023
| -4% | -$17.2K | 0.25% | 90 |
|
|
2022
Q3 | $385K | Sell |
23,060
-6,963
| -23% | -$116K | 0.35% | 60 |
|
|
2022
Q2 | $517K | Sell |
30,023
-13,216
| -31% | -$228K | 0.5% | 44 |
|
|
2022
Q1 | $822K | Buy |
43,239
+25,403
| +142% | +$483K | 0.65% | 39 |
|
|
2021
Q4 | $362K | Buy |
+17,836
| New | +$362K | 0.3% | 81 |
|