SVWA
FPE icon

Sound View Wealth Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Sound View Wealth Advisors’s Portfolio FPE Stock Details FPE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		$493K Hold
25,877
– – 0.15% 142
2018
Q4 		$464K Buy
+25,877
New +$464K 0.17% 133