Twin Peaks 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 | $5.38M | Buy |
298,370
+1,025
| +0.3% | +$18.5K | 1.74% | 18 |
|
|
2025
Q1 | $5.1M | Sell |
297,345
-19,988
| -6% | -$343K | 2.32% | 12 |
|
|
2024
Q4 | $5.62M | Sell |
317,333
-8,651
| -3% | -$153K | 2.37% | 9 |
|
|
2024
Q3 | $5.9M | Buy |
325,984
+9,023
| +3% | +$163K | 2.72% | 8 |
|
|
2024
Q2 | $5.5M | Buy |
316,961
+29,157
| +10% | +$506K | 2.75% | 10 |
|
|
2024
Q1 | $4.98M | Buy |
287,804
+6,152
| +2% | +$107K | 2.77% | 11 |
|
|
2023
Q4 | $4.75M | Buy |
+281,652
| New | +$4.75M | 3.03% | 7 |
|