Sequoia Financial Advisors’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 | $350K | Sell |
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|
2025
Q1 | $361K | Sell |
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|
2024
Q4 | $496K | Buy |
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|
2024
Q3 | $457K | Buy |
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|
2024
Q2 | $438K | Hold |
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|
2024
Q1 | $437K | Hold |
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|
2023
Q4 | $425K | Buy |
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|
2023
Q3 | $278K | Buy |
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|
2023
Q2 | $270K | Buy |
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|
2023
Q1 | $193K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.4M | Buy |
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|
2020
Q3 | $1.23M | Buy |
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|
2020
Q2 | $801K | Buy |
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|
2020
Q1 | $659K | Buy |
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|
2019
Q4 | $491K | Buy |
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