Novak & Powell Financial Services’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 | $209K | Hold |
11,731
| – | – | 0.14% | 137 |
|
|
2025
Q1 | $206K | Sell |
11,731
-450
| -4% | -$7.92K | 0.13% | 147 |
|
|
2024
Q4 | $216K | Sell |
12,181
-300
| -2% | -$5.31K | 0.13% | 141 |
|
|
2024
Q3 | $226K | Hold |
12,481
| – | – | 0.13% | 145 |
|
|
2024
Q2 | $217K | Sell |
12,481
-100
| -0.8% | -$1.74K | 0.13% | 136 |
|
|
2024
Q1 | $218K | Hold |
12,581
| – | – | 0.16% | 126 |
|
|
2023
Q4 | $212K | Buy |
+12,581
| New | +$212K | 0.14% | 134 |
|