Realta Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $316K | Sell |
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|
2025
Q1 | $321K | Buy |
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|
2024
Q4 | $310K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $185K | Sell |
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|
2024
Q1 | $340K | Buy |
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|
2023
Q4 | $330K | Sell |
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|
2023
Q3 | $488K | Sell |
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|
2023
Q2 | $514K | Buy |
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|
2023
Q1 | $405K | Sell |
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|
2022
Q4 | $436K | Sell |
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|
2022
Q3 | $533K | Buy |
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|
2022
Q2 | $430K | Sell |
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|
2022
Q1 | $679K | Buy |
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|
2021
Q4 | $679K | Buy |
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|
2021
Q3 | $626K | Buy |
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|
2021
Q2 | $470K | Sell |
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|
2021
Q1 | $501K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $119K | Buy |
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|
2019
Q3 | $115K | Buy |
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|
2019
Q2 | $113K | Buy |
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|
2019
Q1 | $51K | Buy |
|