AE Wealth Management’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
Q2 | $20.9K | Sell |
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|
2025
Q1 | $35.3K | Sell |
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|
2024
Q4 | $41K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $189K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $2.05M | Buy |
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|
2022
Q4 | $2.12M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $5.58M | Buy |
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|
2021
Q4 | $5.39M | Buy |
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|
2021
Q3 | $5.19M | Buy |
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|
2021
Q2 | $4.64M | Buy |
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|
2021
Q1 | $3.08M | Buy |
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|
2020
Q4 | $2.21M | Buy |
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|
2020
Q3 | $1.95M | Buy |
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|
2020
Q2 | $504K | Buy |
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|
2020
Q1 | $353K | Buy |
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|
2019
Q4 | $302K | Buy |
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|
2019
Q3 | $215K | Buy |
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