Woodmont Investment Counsel’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 | $771K | Buy |
43,330
+5,141
| +13% | +$91.5K | 0.05% | 164 |
|
|
2025
Q1 | $672K | Buy |
38,189
+5,531
| +17% | +$97.3K | 0.05% | 167 |
|
|
2024
Q4 | $578K | Buy |
32,658
+7,841
| +32% | +$139K | 0.04% | 172 |
|
|
2024
Q3 | $449K | Buy |
+24,817
| New | +$449K | 0.03% | 190 |
|
|
2024
Q2 | – | Sell |
-10,048
| Closed | -$174K | – | 273 |
|
|
2024
Q1 | $174K | Buy |
+10,048
| New | +$174K | 0.01% | 261 |
|