Soltis Investment 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 | $438K | Buy |
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|
2025
Q1 | $431K | Buy |
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|
2024
Q4 | $323K | Sell |
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|
2024
Q3 | $607K | Buy |
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|
2024
Q2 | $535K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $737K | Sell |
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|
2023
Q3 | $747K | Sell |
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|
2023
Q2 | $750K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $2M | Sell |
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|
2022
Q1 | $2.27M | Sell |
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|
2021
Q4 | $3.15M | Sell |
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|
2021
Q3 | $3.45M | Buy |
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|
2021
Q2 | $2.96M | Buy |
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|
2021
Q1 | $2.42M | Sell |
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|
2020
Q4 | $2.5M | Buy |
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|
2020
Q3 | $2.23M | Sell |
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|
2020
Q2 | $7.54M | Sell |
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|
2020
Q1 | $6.79M | Buy |
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|
2019
Q4 | $3.42M | Buy |
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