Lloyd Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-14,967
| Closed | -$308K | – | 399 |
|
|
2021
Q2 | $308K | Buy |
+14,967
| New | +$308K | 0.16% | 52 |
|
|
2020
Q3 | – | Sell |
-96
| Closed | -$2K | – | 344 |
|
|
2020
Q2 | $2K | Buy |
96
+2
| +2% | +$42 | ﹤0.01% | 262 |
|
|
2020
Q1 | $2K | Sell |
94
-638
| -87% | -$13.6K | ﹤0.01% | 216 |
|
|
2019
Q4 | $15K | Buy |
+732
| New | +$15K | 0.01% | 197 |
|