Keystone Financial Group (Kentucky)’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 | $215K | Buy |
12,075
+363
| +3% | +$6.46K | 0.02% | 385 |
|
|
2025
Q1 | $206K | Sell |
11,712
-159
| -1% | -$2.8K | 0.02% | 373 |
|
|
2024
Q4 | $210K | Buy |
11,871
+800
| +7% | +$14.2K | 0.02% | 361 |
|
|
2024
Q3 | $200K | Buy |
+11,071
| New | +$200K | 0.03% | 358 |
|
|
2022
Q4 | – | Sell |
-11,375
| Closed | -$190K | – | 290 |
|
|
2022
Q3 | $190K | Buy |
+11,375
| New | +$190K | 0.04% | 265 |
|
|
2019
Q4 | – | Sell |
-11,185
| Closed | -$221K | – | 251 |
|
|
2019
Q3 | $221K | Buy |
+11,185
| New | +$221K | 0.07% | 211 |
|
|
2019
Q2 | – | Sell |
-11,115
| Closed | -$212K | – | 228 |
|
|
2019
Q1 | $212K | Buy |
11,115
+218
| +2% | +$4.16K | 0.08% | 203 |
|
|
2018
Q4 | $196K | Sell |
10,897
-19,972
| -65% | -$359K | 0.09% | 171 |
|
|
2018
Q3 | $589K | Sell |
30,869
-1,885
| -6% | -$36K | 0.24% | 107 |
|
|
2018
Q2 | $625K | Sell |
32,754
-1,948
| -6% | -$37.2K | 0.35% | 78 |
|
|
2018
Q1 | $676K | Buy |
+34,702
| New | +$676K | 0.38% | 64 |
|