SIM
Seaview Investment Managers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $199K | Buy |
+11,178
| New | +$199K | 0.04% | 127 |
|
|
2022
Q4 | – | Sell |
-22,233
| Closed | -$372K | – | 95 |
|
|
2022
Q3 | $372K | Buy |
22,233
+3,884
| +21% | +$65K | 0.15% | 63 |
|
|
2022
Q2 | $316K | Buy |
18,349
+1,309
| +8% | +$22.5K | 0.14% | 70 |
|
|
2022
Q1 | $324K | Buy |
17,040
+5,883
| +53% | +$112K | 0.11% | 78 |
|
|
2021
Q4 | $227K | Buy |
+11,157
| New | +$227K | 0.08% | 82 |
|