Number of Shares
242,579.00
Current Holdings Value*
$4.27 Mil
% of Portfolio
1.97%
Total Estimate Gain
$-647,843.13
% of Total Estimate Gain
-7.66%

Aspen Investment Management Inc's First Trust Preferred Securities and Income ETF Holding Summary

As of 2025-03-31, Aspen Investment Management Inc held 242,579.00 shares of First Trust Preferred Securities and Income ETF(FPE), totaling $4.27 Mil. This investment constitutes 1.97% of their stock portfolio, and Aspen Investment Management Inc now holds 0.07% of the outstanding First Trust Preferred Securities and Income ETF(FPE) stock.

The initial trade took place in 2018Q2. And since then Aspen Investment Management Inc has made 16 purchases of FPE, at an average price of $19.32, for a total of 437,636.00 shares. In addition, there have been 12 sales at an average price of $17.84 for 195,057.00 shares. Based on historical transaction data and FPE's current price of $17.83, Aspen Investment Management Inc's estimated gain on his FPE holdings is $-647,843.13, reflecting a -7.66% gain to date.

Aspen Investment Management Inc FPE ($17.83) Holding Chart

Aspen Investment Management Inc FPE ($17.83) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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