SUMMIT FINANCIAL WEALTH ADVISORS, LLC – First Trust Preferred Securities and Income ETF Transaction History
SUMMIT FINANCIAL WEALTH ADVISORS, LLC portfolio value:
$0
portfolio value
SUMMIT FINANCIAL WEALTH ADVISORS, LLC quarter portfolio value change:
-3.08%
quarter
First Trust Preferred Securities and Income ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -100.00% | -1.10M shares | -19.63M | $16.7 | 0 |
| Q2 2022 | share | Decrease | -27.76% | -424.46K shares | -9.45M | $17.23 | 1.10M |
| Q1 2022 | share | Increase | +8.18% | 115.59K shares | 417K | $19.02 | 1.52M |
| Q4 2021 | share | Increase | +3.39% | 46.28K shares | 583K | $20.3 | 1.41M |
| Q3 2021 | share | Increase | +2.80% | 37.22K shares | 685K | $20.39 | 1.36M |
| Q2 2021 | share | Increase | +1.41% | 18.46K shares | 918K | $20.23 | 1.33M |
| Q1 2021 | share | Decrease | -0.94% | -12.45K shares | 1.1M | $19.57 | 1.31M |
| Q4 2020 | share | Increase | +1.19% | 15.56K shares | 246K | $19.38 | 1.32M |
| Q3 2020 | share | Decrease | -1.12% | -14.87K shares | 521K | $18.19 | 1.30M |
| Q2 2020 | share | Increase | +5.58% | 69.88K shares | 3.82M | $17.26 | 1.32M |
| Q1 2020 | share | Increase | +35.43% | 327.90K shares | 2.08M | $15.14 | 1.25M |
| Q4 2019 | share | Increase | +2.12% | 19.19K shares | 750K | $18.29 | 925.63K |
| Q3 2019 | share | Increase | +1.55% | 13.85K shares | 650K | $17.75 | 906.44K |
| Q2 2019 | share | Increase | +5.60% | 47.33K shares | 1.14M | $17.21 | 892.59K |
| Q1 2019 | share | Increase | +5.84% | 46.61K shares | 1.82M | $16.68 | 845.25K |
| Q4 2018 | share | Decrease | -2.42% | -19.77K shares | -1.07M | $15.48 | 798.64K |
| Q3 2018 | share | Increase | +37.66% | 223.90K shares | 3.84M | $16.22 | 818.41K |
| Q2 2018 | share | Increase | 0.00% | 594.51K shares | 11.56M | $15.96 | 594.51K |