PCS
Private Client Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.07M | Sell |
172,590
-8,491
| -5% | -$151K | 1.2% | 21 |
|
|
2025
Q1 | $3.19M | Buy |
181,081
+317
| +0.2% | +$5.58K | 1.58% | 13 |
|
|
2024
Q4 | $3.2M | Buy |
180,764
+4,719
| +3% | +$83.5K | 1.72% | 12 |
|
|
2024
Q3 | $3.19M | Buy |
176,045
+6,462
| +4% | +$117K | 1.71% | 12 |
|
|
2024
Q2 | $2.94M | Buy |
169,583
+1,089
| +0.6% | +$18.9K | 1.85% | 11 |
|
|
2024
Q1 | $2.92M | Buy |
168,494
+53,492
| +47% | +$926K | 1.96% | 13 |
|
|
2023
Q4 | $1.94M | Buy |
+115,002
| New | +$1.94M | 1.59% | 13 |
|