United Advisor Group’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 | $3.07M | Sell |
172,697
-2,019
| -1% | -$35.9K | 0.53% | 51 |
|
|
2025
Q1 | $3.07M | Buy |
174,716
+11,945
| +7% | +$210K | 0.63% | 41 |
|
|
2024
Q4 | $2.88M | Buy |
162,771
+24,156
| +17% | +$428K | 0.57% | 44 |
|
|
2024
Q3 | $2.51M | Buy |
138,615
+24,611
| +22% | +$445K | 0.57% | 47 |
|
|
2024
Q2 | $1.98M | Buy |
114,004
+41,192
| +57% | +$715K | 0.62% | 46 |
|
|
2024
Q1 | $1.26M | Buy |
+72,812
| New | +$1.26M | 0.47% | 63 |
|