Naviter 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 | – | Sell |
-251,793
| Closed | -$4.45M | – | 290 |
|
|
2025
Q1 | $4.45M | Buy |
251,793
+16,952
| +7% | +$300K | 0.54% | 44 |
|
|
2024
Q4 | $4.16M | Sell |
234,841
-15,940
| -6% | -$282K | 0.5% | 44 |
|
|
2024
Q3 | $4.54M | Buy |
250,781
+65,864
| +36% | +$1.19M | 0.63% | 38 |
|
|
2024
Q2 | $3.21M | Buy |
184,917
+4,297
| +2% | +$74.6K | 0.48% | 49 |
|
|
2024
Q1 | $3.13M | Sell |
180,620
-4,071
| -2% | -$70.5K | 0.51% | 45 |
|
|
2023
Q4 | $3.11M | Sell |
184,691
-12,274
| -6% | -$207K | 0.63% | 38 |
|
|
2023
Q3 | $3.15M | Buy |
196,965
+7,273
| +4% | +$116K | 0.76% | 28 |
|
|
2023
Q2 | $3.03M | Buy |
+189,692
| New | +$3.03M | 0.77% | 26 |
|