Morton Brown Family Wealth’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 | $12.5K | Hold |
700
| – | – | ﹤0.01% | 174 |
|
|
2025
Q1 | $12.3K | Hold |
700
| – | – | ﹤0.01% | 177 |
|
|
2024
Q4 | $12.4K | Hold |
700
| – | – | ﹤0.01% | 162 |
|
|
2024
Q3 | $12.7K | Sell |
700
-700
| -50% | -$12.7K | ﹤0.01% | 154 |
|
|
2024
Q2 | $24.6K | Buy |
1,400
+560
| +67% | +$9.85K | 0.01% | 120 |
|
|
2024
Q1 | $14.5K | Buy |
+840
| New | +$14.5K | 0.01% | 135 |
|