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