Summit Financial Wealth Advisors’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 | $1.68M | Buy |
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|
2025
Q2 | $1.56M | Sell |
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|
2025
Q1 | $1.55M | Buy |
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|
2024
Q4 | $1.5M | Buy |
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|
2024
Q3 | $494K | Sell |
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|
2024
Q2 | $475K | Buy |
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|
2024
Q1 | $470K | Sell |
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|
2023
Q4 | $468K | Buy |
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|
2023
Q3 | $312K | Buy |
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|
2023
Q2 | $250K | Buy |
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|
2023
Q1 | $240K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $19.6M | Sell |
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|
2022
Q1 | $29.1M | Buy |
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|
2021
Q4 | $28.7M | Buy |
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|
2021
Q3 | $28.1M | Buy |
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|
2021
Q2 | $27.4M | Buy |
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|
2021
Q1 | $26.5M | Sell |
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|
2020
Q4 | $25.4M | Buy |
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|
2020
Q3 | $25.1M | Sell |
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|
2020
Q2 | $24.6M | Buy |
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|
2020
Q1 | $20.8M | Buy |
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|
2019
Q4 | $18.7M | Buy |
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|
2019
Q3 | $18M | Buy |
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|
2019
Q2 | $17.3M | Buy |
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|
2019
Q1 | $16.2M | Buy |
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|
2018
Q4 | $14.3M | Sell |
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|
2018
Q3 | $15.4M | Buy |
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|
2018
Q2 | $11.6M | Buy |
|