Northwest Wealth Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $789K | Sell |
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|
2025
Q2 | $777K | Sell |
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|
2025
Q1 | $891K | Sell |
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|
2024
Q4 | $903K | Buy |
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|
2024
Q3 | $823K | Buy |
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|
2024
Q2 | $788K | Buy |
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|
2024
Q1 | $783K | Sell |
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|
2023
Q4 | $1.32M | Buy |
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|
2023
Q3 | $1.25M | Sell |
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|
2023
Q2 | $1.31M | Sell |
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|
2023
Q1 | $2.81M | Sell |
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|
2022
Q4 | $2.97M | Sell |
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|
2022
Q3 | $3.96M | Buy |
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|
2022
Q2 | $4.01M | Buy |
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|
2022
Q1 | $2.51M | Sell |
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|
2021
Q4 | $5.47M | Buy |
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|
2021
Q3 | $4.98M | Buy |
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|
2021
Q2 | $4.72M | Buy |
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|
2021
Q1 | $3.96M | Buy |
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|
2020
Q4 | $2.35M | Buy |
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|
2020
Q3 | $1.29M | Buy |
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|
2020
Q2 | $1.17M | Buy |
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|
2020
Q1 | $955K | Sell |
|
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|
2019
Q4 | $1.24M | Buy |
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|
2019
Q3 | $1M | Buy |
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|
2019
Q2 | $713K | Sell |
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|
2019
Q1 | $772K | Buy |
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|
2018
Q4 | $668K | Buy |
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|
2018
Q3 | $632K | Sell |
|
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|
2018
Q2 | $1.36M | Buy |
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|
2018
Q1 | $1.37M | Sell |
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|
2017
Q4 | $1.45M | Buy |
|
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|
2017
Q3 | $570K | Sell |
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|
2017
Q2 | $754K | Buy |
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|
2017
Q1 | $580K | Buy |
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|
2016
Q4 | $457K | Buy |
|