RPg Family Wealth Advisory’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
Q2 | $314K | Sell |
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|
2025
Q1 | $326K | Sell |
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|
2024
Q4 | $353K | Sell |
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|
2024
Q3 | $361K | Sell |
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|
2024
Q2 | $354K | Buy |
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|
2024
Q1 | $302K | Sell |
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|
2023
Q4 | $726K | Sell |
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|
2023
Q3 | $698K | Sell |
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|
2023
Q2 | $709K | Buy |
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|
2023
Q1 | $555K | Sell |
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|
2022
Q4 | $642K | Buy |
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|
2022
Q3 | $574K | Hold |
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|
2022
Q2 | $561K | Buy |
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|
2022
Q1 | $483K | Hold |
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|
2021
Q4 | $517K | Hold |
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|
2021
Q3 | $522K | Hold |
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|
2021
Q2 | $524K | Buy |
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|
2020
Q4 | $512K | Hold |
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|
2020
Q3 | $486K | Sell |
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|
2020
Q2 | $471K | Hold |
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|
2020
Q1 | $419K | Buy |
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|
2019
Q4 | $497K | Sell |
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|
2019
Q3 | $542K | Buy |
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|
2019
Q2 | $515K | Sell |
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|
2019
Q1 | $518K | Buy |
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|
2018
Q4 | $13.3K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $11.6K | Buy |
|