Lenox Wealth Advisors’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
2020
Q1
Sell
-3,476
Closed -$70K 833
2019
Q4
$70K Buy
+3,476
New +$70K 0.01% 143
2018
Q2
Sell
-1,173
Closed -$23K 580
2018
Q1
$23K Buy
+1,173
New +$23K 0.01% 251