Stockman Wealth Management’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
Q3 | $432K | Hold |
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|
2025
Q2 | $422K | Sell |
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|
2025
Q1 | $426K | Buy |
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|
2024
Q4 | $429K | Sell |
|
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|
2024
Q3 | $587K | Sell |
|
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|
2024
Q2 | $575K | Sell |
|
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|
2024
Q1 | $619K | Buy |
|
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|
2023
Q4 | $601K | Buy |
|
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|
2023
Q3 | $539K | Sell |
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|
2023
Q2 | $598K | Sell |
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|
2023
Q1 | $613K | Sell |
|
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|
2022
Q4 | $1.02M | Sell |
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|
2022
Q3 | $3.02M | Sell |
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|
2022
Q2 | $3.7M | Sell |
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|
2022
Q1 | $9.4M | Buy |
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|
2021
Q4 | $9.55M | Buy |
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|
2021
Q3 | $6.56M | Buy |
|