1776 Wealth’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.41M | Sell |
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|
2025
Q2 | $2.51M | Sell |
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|
2025
Q1 | $2.84M | Sell |
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|
2024
Q4 | $2.84M | Sell |
|
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|
2024
Q3 | $2.92M | Sell |
|
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|
2024
Q2 | $2.95M | Sell |
|
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|
2024
Q1 | $3.04M | Buy |
|
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|
2023
Q4 | $2.98M | Sell |
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|
2023
Q3 | $2.83M | Sell |
|
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|
2023
Q2 | $2.83M | Buy |
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|
2023
Q1 | $2.74M | Buy |
|
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|
2022
Q4 | $2.66M | Buy |
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|
2022
Q3 | $2.52M | Buy |
|
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|
2022
Q2 | $2.61M | Sell |
|
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|
2022
Q1 | $3.35M | Sell |
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|
2021
Q4 | $3.94M | Sell |
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|
2021
Q3 | $4.27M | Buy |
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|
2021
Q2 | $2.78M | Buy |
|
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|
2021
Q1 | $2.62M | Buy |
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|
2020
Q4 | $2.59M | Buy |
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|
2020
Q3 | $2.33M | Buy |
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|
2020
Q2 | $2.09M | Sell |
|
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|
2020
Q1 | $2.51M | Buy |
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|
2019
Q4 | $776K | Buy |
|