PFA
Plotkin Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-10,325
| Closed | -$196K | – | 73 |
|
|
2022
Q1 | $196K | Buy |
+10,325
| New | +$196K | 0.14% | 79 |
|
|
2021
Q4 | – | Sell |
-10,707
| Closed | -$220K | – | 94 |
|
|
2021
Q3 | $220K | Hold |
10,707
| – | – | 0.13% | 85 |
|
|
2021
Q2 | $221K | Hold |
10,707
| – | – | 0.12% | 92 |
|
|
2021
Q1 | $216K | Sell |
10,707
-713
| -6% | -$14.4K | 0.13% | 74 |
|
|
2020
Q4 | $231K | Sell |
11,420
-1,013
| -8% | -$20.5K | 0.15% | 58 |
|
|
2020
Q3 | $238K | Sell |
12,433
-508
| -4% | -$9.74K | 0.26% | 55 |
|
|
2020
Q2 | $238K | Sell |
12,941
-6
| -0% | -$111 | 0.2% | 54 |
|
|
2020
Q1 | $212K | Sell |
12,947
-5,280
| -29% | -$86.6K | 0.26% | 50 |
|
|
2019
Q4 | $366K | Buy |
+18,227
| New | +$366K | 0.34% | 43 |
|