Tanglewood Legacy 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
Q2 | $116K | Sell |
|
|||||
2025
Q1 | $419K | Hold |
|
|||||
2024
Q4 | $421K | Hold |
|
|||||
2024
Q3 | $431K | Sell |
|
|||||
2024
Q2 | $440K | Sell |
|
|||||
2024
Q1 | $616K | Sell |
|
|||||
2023
Q4 | $611K | Buy |
|
|||||
2023
Q3 | $319K | Sell |
|
|||||
2023
Q2 | $340K | Buy |
|
|||||
2023
Q1 | $290K | Buy |
|
|||||
2022
Q4 | $124K | Buy |
|