Patriot Financial Group Insurance Agency’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 | – | Sell |
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|
2025
Q2 | $1.11M | Sell |
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|
2025
Q1 | $1.12M | Buy |
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|
2024
Q4 | $1.09M | Sell |
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|
2024
Q3 | $1.14M | Sell |
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|
2024
Q2 | $1.13M | Buy |
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|
2024
Q1 | $1.12M | Sell |
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|
2023
Q4 | $1.15M | Sell |
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|
2023
Q3 | $1.16M | Sell |
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|
2023
Q2 | $1.22M | Sell |
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|
2023
Q1 | $1.25M | Sell |
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|
2022
Q4 | $1.67M | Sell |
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|
2022
Q3 | $2.5M | Buy |
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|
2022
Q2 | $2.56M | Buy |
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|
2022
Q1 | $2.41M | Buy |
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|
2021
Q4 | $2.46M | Buy |
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|
2021
Q3 | $2.35M | Buy |
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|
2021
Q2 | $2.27M | Buy |
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|
2021
Q1 | $2.14M | Buy |
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|
2020
Q4 | $2.07M | Buy |
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|
2020
Q3 | $1.92M | Buy |
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|
2020
Q2 | $1.64M | Buy |
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|
2020
Q1 | $1.26M | Buy |
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|
2019
Q4 | $1.4M | Buy |
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|
2019
Q3 | $1.15M | Buy |
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|
2019
Q2 | $986K | Buy |
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|
2019
Q1 | $804K | Sell |
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|
2018
Q4 | $776K | Sell |
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|
2018
Q3 | $852K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $678K | Buy |
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|
2017
Q4 | $620K | Buy |
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|
2017
Q3 | $445K | Buy |
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|
2017
Q2 | $441K | Buy |
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|
2017
Q1 | $257K | Buy |
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|
2016
Q4 | $193K | Buy |
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