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Mark Sheptoff Financial Planning’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio FPE Stock Details FPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-500
Closed -$10K – 340
2018
Q3 		$10K Hold
500
– – 0.01% 290
2018
Q2 		$10K Hold
500
– – 0.01% 279
2018
Q1 		$10K Buy
+500
New +$10K 0.01% 285