SFA
Sequoia Financial Advisors’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 | $350K | Sell |
19,649
-898
| -4% | -$16K | ﹤0.01% | 1168 |
|
|
2025
Q1 | $361K | Sell |
20,547
-7,452
| -27% | -$131K | ﹤0.01% | 982 |
|
|
2024
Q4 | $496K | Buy |
27,999
+2,726
| +11% | +$48.3K | ﹤0.01% | 801 |
|
|
2024
Q3 | $457K | Buy |
25,273
+51
| +0.2% | +$923 | ﹤0.01% | 783 |
|
|
2024
Q2 | $438K | Hold |
25,222
| – | – | 0.01% | 744 |
|
|
2024
Q1 | $437K | Hold |
25,222
| – | – | 0.01% | 730 |
|
|
2023
Q4 | $425K | Buy |
25,222
+7,802
| +45% | +$132K | 0.01% | 788 |
|
|
2023
Q3 | $278K | Buy |
17,420
+510
| +3% | +$8.15K | ﹤0.01% | 717 |
|
|
2023
Q2 | $270K | Buy |
16,910
+4,830
| +40% | +$77.1K | ﹤0.01% | 740 |
|
|
2023
Q1 | $193K | Buy |
+12,080
| New | +$193K | ﹤0.01% | 767 |
|
|
2021
Q1 | – | Sell |
-69,416
| Closed | -$1.4M | – | 452 |
|
|
2020
Q4 | $1.4M | Buy |
69,416
+5,170
| +8% | +$104K | 0.06% | 150 |
|
|
2020
Q3 | $1.23M | Buy |
64,246
+20,747
| +48% | +$398K | 0.07% | 151 |
|
|
2020
Q2 | $801K | Buy |
43,499
+3,304
| +8% | +$60.8K | 0.05% | 174 |
|
|
2020
Q1 | $659K | Buy |
40,195
+15,740
| +64% | +$258K | 0.05% | 161 |
|
|
2019
Q4 | $491K | Buy |
+24,455
| New | +$491K | 0.03% | 222 |
|