ROI Financial Advisors’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 | $1.46M | Buy |
82,120
+21,340
| +35% | +$380K | 0.93% | 26 |
|
|
2025
Q1 | $1.07M | Buy |
60,780
+2,682
| +5% | +$47.2K | 0.78% | 31 |
|
|
2024
Q4 | $1.03M | Buy |
58,098
+392
| +0.7% | +$6.94K | 0.7% | 34 |
|
|
2024
Q3 | $1.04M | Buy |
57,706
+2,662
| +5% | +$48.2K | 0.72% | 33 |
|
|
2024
Q2 | $960K | Buy |
55,044
+4,071
| +8% | +$71K | 0.7% | 32 |
|
|
2024
Q1 | $883K | Sell |
50,973
-516
| -1% | -$8.94K | 0.69% | 35 |
|
|
2023
Q4 | $868K | Buy |
+51,489
| New | +$868K | 0.72% | 37 |
|