Summit Wealth Partners’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 | $553K | Sell |
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|
2025
Q1 | $611K | Sell |
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|
2024
Q4 | $1.08M | Sell |
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|
2024
Q3 | $1.28M | Buy |
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|
2024
Q2 | $1.22M | Sell |
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|
2024
Q1 | $1.84M | Sell |
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|
2023
Q4 | $1.84M | Sell |
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|
2023
Q3 | $2.32M | Sell |
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|
2023
Q2 | $2.81M | Sell |
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|
2023
Q1 | $3.63M | Sell |
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|
2022
Q4 | $5.42M | Sell |
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|
2022
Q3 | $5.72M | Sell |
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|
2022
Q2 | $6.06M | Sell |
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|
2022
Q1 | $8.67M | Sell |
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|
2021
Q4 | $9.54M | Buy |
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|
2021
Q3 | $9.49M | Buy |
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|
2021
Q2 | $9.11M | Buy |
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|
2021
Q1 | $8.42M | Buy |
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|
2020
Q4 | $7.97M | Buy |
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|
2020
Q3 | $6.98M | Sell |
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|
2020
Q2 | $7.9M | Sell |
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|
2020
Q1 | $7.6M | Buy |
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|
2019
Q4 | $9.03M | Buy |
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