American Institute for Advanced Investment 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 | $470K | Hold |
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|
2025
Q1 | $463K | Hold |
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|
2024
Q4 | $463K | Sell |
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|
2024
Q3 | $483K | Buy |
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|
2024
Q2 | $231K | Sell |
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|
2024
Q1 | $253K | Hold |
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|
2023
Q4 | $248K | Sell |
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|
2023
Q3 | $317K | Sell |
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|
2023
Q2 | $814K | Sell |
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|
2023
Q1 | $1.09M | Sell |
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|
2022
Q4 | $1.7M | Buy |
|