Arkadios Wealth Advisors’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 | $736K | Buy |
|
|||||
|
2025
Q1 | $707K | Buy |
|
|||||
|
2024
Q4 | $673K | Sell |
|
|||||
|
2024
Q3 | $716K | Sell |
|
|||||
|
2024
Q2 | $943K | Sell |
|
|||||
|
2024
Q1 | $1.01M | Sell |
|
|||||
|
2023
Q4 | $1.03M | Sell |
|
|||||
|
2023
Q3 | $1.45M | Buy |
|
|||||
|
2023
Q2 | $1.44M | Sell |
|
|||||
|
2023
Q1 | $1.64M | Buy |
|
|||||
|
2022
Q4 | $1.15M | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $2.62M | Buy |
|
|||||
|
2021
Q4 | $1.05M | Buy |
|
|||||
|
2021
Q3 | $32K | Hold |
|
|||||
|
2021
Q2 | $32K | Hold |
|
|||||
|
2021
Q1 | $31K | Buy |
|