WAG
Wiser Advisor Group’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $861K | Sell |
48,366
-4,199
| -8% | -$74.7K | 1.5% | 26 |
|
|
2025
Q1 | $925K | Sell |
52,565
-20,698
| -28% | -$364K | 1.37% | 26 |
|
|
2024
Q4 | $1.3M | Buy |
73,263
+722
| +1% | +$12.8K | 1.89% | 19 |
|
|
2024
Q3 | $1.31M | Buy |
72,541
+114
| +0.2% | +$2.06K | 1.96% | 20 |
|
|
2024
Q2 | $1.26M | Sell |
72,427
-13,275
| -15% | -$230K | 1.98% | 18 |
|
|
2024
Q1 | $1.48M | Sell |
85,702
-2,603
| -3% | -$45.1K | 2.33% | 13 |
|
|
2023
Q4 | $1.49M | Buy |
+88,305
| New | +$1.49M | 2.48% | 12 |
|