Wealthstreet Investment 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
2021
Q2
Sell
-20,000
Closed -$403K 178
2021
Q1
$403K Hold
20,000
0.04% 280
2020
Q4
$404K Hold
20,000
0.04% 265
2020
Q3
$383K Buy
20,000
+10,000
+100% +$192K 0.04% 253
2020
Q2
$184K Buy
+10,000
New +$184K 0.02% 312