Summit Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $428K | Hold |
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|
2023
Q4 | $416K | Hold |
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|
2023
Q3 | $394K | Sell |
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|
2023
Q2 | $402K | Hold |
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|
2023
Q1 | $402K | Hold |
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|
2022
Q4 | $424K | Hold |
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|
2022
Q3 | $421K | Sell |
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|
2022
Q2 | $435K | Buy |
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|
2022
Q1 | $476K | Hold |
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|
2021
Q4 | $508K | Sell |
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|
2021
Q3 | $518K | Hold |
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|
2021
Q2 | $519K | Hold |
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|
2021
Q1 | $508K | Sell |
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|
2020
Q4 | $511K | Sell |
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|
2020
Q3 | $487K | Sell |
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|
2020
Q2 | $470K | Sell |
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|
2020
Q1 | $427K | Hold |
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|
2019
Q4 | $523K | Sell |
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|
2019
Q3 | $531K | Sell |
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|
2019
Q2 | $551K | Buy |
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