Pinnacle Family Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-44,275
| Closed | -$858K | – | 77 |
|
|
2019
Q2 | $858K | Buy |
+44,275
| New | +$858K | 0.71% | 33 |
|
|
2018
Q4 | – | Sell |
-94,985
| Closed | -$1.81M | – | 64 |
|
|
2018
Q3 | $1.81M | Buy |
+94,985
| New | +$1.81M | 0.96% | 24 |
|
|
2018
Q1 | – | Sell |
-135,734
| Closed | -$2.72M | – | 67 |
|
|
2017
Q4 | $2.72M | Sell |
135,734
-2,125
| -2% | -$42.5K | 1.25% | 28 |
|
|
2017
Q3 | $2.77M | Buy |
137,859
+15,230
| +12% | +$306K | 1.3% | 25 |
|
|
2017
Q2 | $2.45M | Buy |
+122,629
| New | +$2.45M | 1.37% | 20 |
|