Principal Securities’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 | $2.1M | Buy |
117,865
+7,226
| +7% | +$129K | 0.04% | 396 |
|
|
2025
Q1 | $1.96M | Hold |
110,639
| – | – | 0.04% | 368 |
|
|
2024
Q4 | $1.96M | Buy |
110,639
+30,877
| +39% | +$547K | 0.04% | 366 |
|
|
2024
Q3 | $1.44M | Buy |
79,762
+48,567
| +156% | +$879K | 0.03% | 433 |
|
|
2024
Q2 | $542K | Buy |
31,195
+794
| +3% | +$13.8K | 0.01% | 677 |
|
|
2024
Q1 | $527K | Sell |
30,401
-240
| -0.8% | -$4.16K | 0.02% | 643 |
|
|
2023
Q4 | $517K | Buy |
+30,641
| New | +$517K | 0.02% | 586 |
|