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Pinnacle Associates’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Pinnacle Associates’s Portfolio FPE Stock Details FPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$435K Hold
24,505
– – 0.01% 691
2025
Q4 		$446K Buy
+24,505
New +$448K 0.01% 681
2023
Q4 		– Sell
-10,925
Closed -$174K – 825
2023
Q3 		$174K Sell
10,925
-650
-6% -$10.5K ﹤0.01% 767
2023
Q2 		$185K Hold
11,575
– – ﹤0.01% 767
2023
Q1 		$185K Hold
11,575
– – ﹤0.01% 730
2022
Q4 		$194K Buy
+11,575
New +$194K ﹤0.01% 715
2022
Q2 		– Sell
-10,175
Closed -$194K – 765
2022
Q1 		$194K Sell
10,175
-466
-4% -$9.08K ﹤0.01% 758
2021
Q4 		$216K Buy
+10,641
New +$217K ﹤0.01% 747

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