TRUE Private Wealth Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $385K | Buy |
21,635
+240
| +1% | +$4.27K | 0.04% | 179 |
|
|
2025
Q1 | $376K | Buy |
21,395
+233
| +1% | +$4.1K | 0.05% | 159 |
|
|
2024
Q4 | $375K | Buy |
21,162
+226
| +1% | +$4K | 0.05% | 156 |
|
|
2024
Q3 | $379K | Buy |
20,936
+2,000
| +11% | +$36.2K | 0.05% | 144 |
|
|
2024
Q2 | $329K | Buy |
18,936
+983
| +5% | +$17.1K | 0.04% | 211 |
|
|
2024
Q1 | $311K | Buy |
17,953
+3,523
| +24% | +$61K | 0.04% | 227 |
|
|
2023
Q4 | $243K | Buy |
+14,430
| New | +$243K | 0.03% | 246 |
|