Sowell Financial Services’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,766
| Closed | -$36K | – | 1304 |
|
|
2021
Q1 | $36K | Buy |
1,766
+7
| +0.4% | +$143 | ﹤0.01% | 1793 |
|
|
2020
Q4 | $36K | Sell |
1,759
-648
| -27% | -$13.3K | ﹤0.01% | 1518 |
|
|
2020
Q3 | $46K | Sell |
2,407
-10,219
| -81% | -$195K | ﹤0.01% | 1245 |
|
|
2020
Q2 | $233K | Sell |
12,626
-5,508
| -30% | -$102K | 0.01% | 667 |
|
|
2020
Q1 | $297K | Buy |
18,134
+500
| +3% | +$8.19K | 0.02% | 546 |
|
|
2019
Q4 | $354K | Buy |
17,634
+10,330
| +141% | +$207K | 0.03% | 550 |
|
|
2019
Q3 | $144K | Buy |
+7,304
| New | +$144K | 0.01% | 733 |
|
|
2019
Q1 | $202K | Buy |
+10,581
| New | +$202K | 0.02% | 522 |
|