Ritholtz Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-11,381
| Closed | -$198K | – | 881 |
|
|
2024
Q2 | $198K | Sell |
11,381
-11,074
| -49% | -$192K | 0.01% | 767 |
|
|
2024
Q1 | $389K | Buy |
22,455
+2,319
| +12% | +$40.2K | 0.01% | 576 |
|
|
2023
Q4 | $339K | Sell |
20,136
-6,156
| -23% | -$104K | 0.01% | 573 |
|
|
2023
Q3 | $420K | Buy |
+26,292
| New | +$420K | 0.02% | 484 |
|
|
2021
Q3 | – | Sell |
-43,471
| Closed | -$896K | – | 530 |
|
|
2021
Q2 | $896K | Buy |
+43,471
| New | +$896K | 0.06% | 161 |
|