Marion Wealth Management’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 | $6.11M | Buy |
343,418
+6,473
| +2% | +$115K | 1.53% | 18 |
|
|
2025
Q1 | $5.93M | Buy |
336,945
+12,731
| +4% | +$224K | 1.58% | 17 |
|
|
2024
Q4 | $5.74M | Buy |
324,214
+12,404
| +4% | +$220K | 1.52% | 18 |
|
|
2024
Q3 | $5.64M | Buy |
311,810
+16,545
| +6% | +$299K | 1.5% | 18 |
|
|
2024
Q2 | $5.13M | Buy |
295,265
+9,160
| +3% | +$159K | 1.51% | 18 |
|
|
2024
Q1 | $4.96M | Buy |
286,105
+7,059
| +3% | +$122K | 1.48% | 18 |
|
|
2023
Q4 | $4.7M | Buy |
+279,046
| New | +$4.7M | 1.5% | 20 |
|