PRW Wealth Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $386K | Sell |
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|
2023
Q2 | $492K | Sell |
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|
2023
Q1 | $585K | Hold |
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|
2022
Q4 | $614K | Buy |
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|
2022
Q3 | $310K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $459K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.32M | Buy |
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|
2021
Q1 | $514K | Buy |
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|
2020
Q4 | $303K | Buy |
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|
2020
Q3 | $192K | Hold |
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|
2020
Q2 | $184K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $562K | Sell |
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|
2019
Q3 | $591K | Buy |
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|
2019
Q2 | $436K | Buy |
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|
2019
Q1 | $324K | Buy |
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