Spire Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $361K | Buy |
20,293
+7,759
| +62% | +$138K | 0.01% | 592 |
|
|
2025
Q1 | $220K | Buy |
12,534
+1,084
| +9% | +$19.1K | 0.01% | 797 |
|
|
2024
Q4 | $203K | Buy |
+11,450
| New | +$203K | 0.01% | 814 |
|
|
2022
Q2 | – | Sell |
-125,494
| Closed | -$2.39M | – | 2724 |
|
|
2022
Q1 | $2.39M | Sell |
125,494
-24,122
| -16% | -$459K | 0.06% | 244 |
|
|
2021
Q4 | $3.04M | Buy |
149,616
+24,461
| +20% | +$497K | 0.07% | 242 |
|
|
2021
Q3 | $2.57M | Buy |
125,155
+65,148
| +109% | +$1.34M | 0.07% | 246 |
|
|
2021
Q2 | $1.24M | Buy |
60,007
+6,796
| +13% | +$140K | 0.03% | 372 |
|
|
2021
Q1 | $1.07M | Buy |
+53,211
| New | +$1.07M | 0.03% | 417 |
|