PIA
Perennial Investment 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 | $1.7M | Buy |
95,708
+4,982
| +5% | +$88.7K | 0.16% | 119 |
|
|
2025
Q1 | $1.6M | Buy |
90,726
+20,570
| +29% | +$362K | 0.18% | 105 |
|
|
2024
Q4 | $1.24M | Buy |
70,156
+5,865
| +9% | +$104K | 0.15% | 121 |
|
|
2024
Q3 | $1.16M | Buy |
64,291
+42,724
| +198% | +$773K | 0.15% | 113 |
|
|
2024
Q2 | $374K | Buy |
+21,567
| New | +$374K | 0.05% | 242 |
|