Prime Capital Investment 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $257K | Sell |
14,466
-2,204
| -13% | -$39.2K | ﹤0.01% | 811 |
|
2025
Q1 | $293K | Buy |
16,670
+77
| +0.5% | +$1.35K | ﹤0.01% | 846 |
|
2024
Q4 | $294K | Buy |
16,593
+30
| +0.2% | +$531 | ﹤0.01% | 736 |
|
2024
Q3 | $300K | Sell |
16,563
-6,960
| -30% | -$126K | ﹤0.01% | 728 |
|
2024
Q2 | $408K | Sell |
23,523
-4,693
| -17% | -$81.5K | 0.01% | 632 |
|
2024
Q1 | $489K | Sell |
28,216
-1,750
| -6% | -$30.3K | 0.01% | 619 |
|
2023
Q4 | $505K | Buy |
29,966
+5,043
| +20% | +$85K | 0.01% | 571 |
|
2023
Q3 | $398K | Sell |
24,923
-4,092
| -14% | -$65.3K | 0.01% | 509 |
|
2023
Q2 | $463K | Buy |
29,015
+3,691
| +15% | +$58.9K | 0.01% | 498 |
|
2023
Q1 | $404K | Sell |
25,324
-8,311
| -25% | -$133K | 0.02% | 374 |
|
2022
Q4 | $565K | Buy |
33,635
+11,551
| +52% | +$194K | 0.02% | 311 |
|
2022
Q3 | $369K | Buy |
+22,084
| New | +$369K | 0.02% | 274 |
|