TrueWealth 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
Q4 | $1.12M | Buy |
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|
2025
Q3 | $1.07M | Sell |
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|
2025
Q2 | $1.07M | Buy |
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|
2025
Q1 | $1.04M | Buy |
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|
2024
Q4 | $898K | Buy |
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|
2024
Q3 | $881K | Buy |
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|
2024
Q2 | $776K | Buy |
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|
2024
Q1 | $663K | Buy |
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|
2023
Q4 | $618K | Sell |
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|
2023
Q3 | $826K | Sell |
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|
2023
Q2 | $860K | Sell |
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|
2023
Q1 | $1.01M | Sell |
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|
2022
Q4 | $1.19M | Sell |
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|
2022
Q3 | $1.24M | Sell |
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|
2022
Q2 | $1.78M | Sell |
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|
2022
Q1 | $6.5M | Hold |
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|
2021
Q4 | $6.5M | Buy |
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|
2021
Q3 | $6.1M | Buy |
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|
2021
Q2 | $6.07M | Buy |
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