HCR WEALTH ADVISORS – First Trust Preferred Securities and Income ETF Transaction History
HCR WEALTH ADVISORS portfolio value:
$14.28M
portfolio value
HCR WEALTH ADVISORS 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 | -1.44% | -12.53K shares | -669K | $16.7 | 855.37K |
| Q2 2022 | share | Decrease | -3.39% | -30.46K shares | -2.13M | $17.23 | 867.91K |
| Q1 2022 | share | Increase | +9.57% | 78.43K shares | 426K | $19.02 | 898.38K |
| Q4 2021 | share | Decrease | -1.61% | -13.40K shares | -456K | $20.3 | 819.94K |
| Q3 2021 | share | Increase | +5.60% | 44.17K shares | 860K | $20.39 | 833.35K |
| Q2 2021 | share | Decrease | -0.81% | -6.47K shares | 225K | $20.23 | 789.17K |
| Q1 2021 | share | Decrease | -6.44% | -54.78K shares | -1.13M | $19.57 | 795.65K |
| Q4 2020 | share | Increase | +2.25% | 18.71K shares | 1.20M | $19.38 | 850.44K |
| Q3 2020 | share | Increase | +21.71% | 148.33K shares | 3.29M | $18.19 | 831.72K |
| Q2 2020 | share | Decrease | -1.85% | -12.90K shares | 1.24M | $17.26 | 683.38K |
| Q1 2020 | share | Decrease | -0.46% | -3.22K shares | -2.62M | $15.14 | 696.28K |
| Q4 2019 | share | Increase | +816.76% | 623.20K shares | 12.52M | $18.29 | 699.50K |
| Q3 2019 | share | Increase | +0.55% | 415 shares | 48K | $17.75 | 76.30K |
| Q2 2019 | share | Decrease | -87.15% | -514.52K shares | -9.78M | $17.21 | 75.88K |
| Q1 2019 | share | Decrease | -52.59% | -654.87K shares | -11.1M | $16.68 | 590.41K |
| Q4 2018 | share | Decrease | -1.12% | -14.04K shares | -1.38M | $15.48 | 1.24M |
| Q3 2018 | share | Increase | +896.06% | 1.13M shares | 21.3M | $16.22 | 1.25M |
| Q2 2018 | share | Decrease | -90.38% | -1.18M shares | -23.14M | $15.96 | 126.43K |
| Q1 2018 | share | Increase | +2.81% | 35.89K shares | -4K | $16.06 | 1.31M |
| Q4 2017 | share | Increase | +977.77% | 1.15M shares | 23.19M | $16.29 | 1.27M |
| Q3 2017 | share | Increase | +9.98% | 10.76K shares | 224K | $16.13 | 118.61K |
| Q2 2017 | share | Increase | 0.00% | 107.85K shares | 2.15M | $15.87 | 107.85K |
| Q1 2017 | share | Decrease | -100.00% | -1.09M shares | -20.73M | $15.27 | 0 |
| Q4 2016 | share | Increase | 0.00% | 1.09M shares | 20.73M | $14.65 | 1.09M |