Summit Financial’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
Q2 | $9.57M | Buy |
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|
2025
Q1 | $1.45M | Buy |
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|
2024
Q4 | $1.38M | Sell |
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|
2024
Q3 | $1.53M | Buy |
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|
2024
Q2 | $925K | Sell |
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|
2024
Q1 | $1.03M | Sell |
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|
2023
Q4 | $1.45M | Sell |
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|
2023
Q3 | $1.82M | Sell |
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|
2023
Q2 | $2.59M | Sell |
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|
2023
Q1 | $3.08M | Buy |
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|
2022
Q4 | $3.06M | Sell |
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|
2022
Q3 | $3.64M | Buy |
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|
2022
Q2 | $3.47M | Sell |
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|
2022
Q1 | $3.84M | Buy |
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|
2021
Q4 | $3.93M | Buy |
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|
2021
Q3 | $1.54M | Buy |
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|
2021
Q2 | $637K | Buy |
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