Octavia Wealth Advisors’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
2023
Q4
Sell
2023
Q3
$176K Sell
2023
Q2
$183K Buy
2023
Q1
$160K Sell
2022
Q4
$330K Sell
2022
Q3
$400K Sell
2022
Q2
$479K Sell
2022
Q1
$7.85M Buy
2021
Q4
$8.36M Buy
2021
Q3
$7.14M Buy