PWA
PCG Wealth Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Buy |
82,426
+366
| +0.4% | +$6.52K | 0.75% | 37 |
|
|
2025
Q1 | $1.44M | Buy |
82,060
+16,620
| +25% | +$292K | 0.5% | 62 |
|
|
2024
Q4 | $1.16M | Buy |
65,440
+42,063
| +180% | +$745K | 0.43% | 68 |
|
|
2024
Q3 | $423K | Buy |
23,377
+917
| +4% | +$16.6K | 0.16% | 83 |
|
|
2024
Q2 | $390K | Buy |
22,460
+153
| +0.7% | +$2.66K | 0.17% | 82 |
|
|
2024
Q1 | $386K | Buy |
22,307
+445
| +2% | +$7.71K | 0.18% | 78 |
|
|
2023
Q4 | $369K | Buy |
21,862
+1,089
| +5% | +$18.4K | 0.21% | 72 |
|
|
2023
Q3 | $332K | Sell |
20,773
-82,344
| -80% | -$1.32M | 0.22% | 74 |
|
|
2023
Q2 | $1.65M | Sell |
103,117
-1,720
| -2% | -$27.5K | 1.02% | 28 |
|
|
2023
Q1 | $1.67M | Buy |
104,837
+2,823
| +3% | +$45.1K | 1.06% | 25 |
|
|
2022
Q4 | $1.71M | Buy |
+102,014
| New | +$1.71M | 1.08% | 23 |
|