TW
TritonPoint Wealth’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-23,523
| Closed | -$414K | – | 348 |
|
|
2025
Q1 | $414K | Sell |
23,523
-500
| -2% | -$8.8K | 0.04% | 237 |
|
|
2024
Q4 | $425K | Sell |
24,023
-27
| -0.1% | -$478 | 0.04% | 227 |
|
|
2024
Q3 | $436K | Sell |
24,050
-6,000
| -20% | -$109K | 0.04% | 224 |
|
|
2024
Q2 | $522K | Sell |
30,050
-13,600
| -31% | -$236K | 0.05% | 198 |
|
|
2024
Q1 | $471K | Buy |
43,650
+12,700
| +41% | +$137K | 0.05% | 207 |
|
|
2023
Q4 | $522K | Buy |
+30,950
| New | +$522K | 0.05% | 210 |
|