Security National Bank’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 | $173K | Buy |
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|
2025
Q2 | $133K | Sell |
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|
2025
Q1 | $231K | Hold |
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|
2024
Q4 | $232K | Sell |
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|
2024
Q3 | $242K | Buy |
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|
2024
Q2 | $224K | Hold |
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|
2024
Q1 | $224K | Hold |
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|
2023
Q4 | $218K | Buy |
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|
2023
Q3 | $182K | Hold |
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|
2023
Q2 | $183K | Sell |
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|
2023
Q1 | $184K | Sell |
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|
2022
Q4 | $369K | Hold |
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|
2022
Q3 | $367K | Buy |
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|
2022
Q2 | $306K | Buy |
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|
2022
Q1 | $329K | Hold |
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|
2021
Q4 | $352K | Buy |
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|
2021
Q3 | $344K | Hold |
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|
2021
Q2 | $345K | Buy |
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