KWA
Kingswood Wealth 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 | $14.5M | Buy |
812,847
+398,040
| +96% | +$7.09M | 1.14% | 14 |
|
|
2025
Q1 | $7.3M | Sell |
414,807
-320,388
| -44% | -$5.64M | 0.67% | 19 |
|
|
2024
Q4 | $13M | Buy |
735,195
+116,000
| +19% | +$2.05M | 0.98% | 14 |
|
|
2024
Q3 | $11.2M | Buy |
619,195
+589,573
| +1,990% | +$10.7M | 0.8% | 19 |
|
|
2024
Q2 | $514K | Buy |
29,622
+11,773
| +66% | +$204K | 0.05% | 383 |
|
|
2024
Q1 | $309K | Buy |
17,849
+2,519
| +16% | +$43.6K | 0.04% | 467 |
|
|
2023
Q4 | $258K | Buy |
+15,330
| New | +$258K | 0.03% | 513 |
|