Peterson Wealth 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
Q1 | – | Sell |
-3
| Closed | -$45 | – | 212 |
|
|
2024
Q4 | $45 | Hold |
3
| – | – | ﹤0.01% | 217 |
|
|
2024
Q3 | $46 | Buy |
+3
| New | +$46 | ﹤0.01% | 218 |
|
|
2022
Q4 | – | Sell |
-23,795
| Closed | -$397K | – | 93 |
|
|
2022
Q3 | $397K | Sell |
23,795
-1,431
| -6% | -$23.9K | 0.28% | 68 |
|
|
2022
Q2 | $435K | Sell |
25,226
-32,416
| -56% | -$559K | 0.31% | 67 |
|
|
2022
Q1 | $1.1M | Buy |
57,642
+6,372
| +12% | +$121K | 0.67% | 42 |
|
|
2021
Q4 | $1.04M | Buy |
+51,270
| New | +$1.04M | 0.69% | 46 |
|