AWAG
ARS Wealth Advisors Group’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $270K | Sell |
14,240
-100
| -0.7% | -$1.9K | 0.03% | 143 |
|
|
2025
Q1 | $268K | Sell |
14,340
-1,300
| -8% | -$24.3K | 0.04% | 130 |
|
|
2024
Q4 | $292K | Sell |
15,640
-2,500
| -14% | -$46.8K | 0.04% | 123 |
|
|
2024
Q3 | $346K | Sell |
18,140
-42
| -0.2% | -$801 | 0.04% | 122 |
|
|
2024
Q2 | $334K | Sell |
18,182
-300
| -2% | -$5.51K | 0.04% | 117 |
|
|
2024
Q1 | $337K | Buy |
18,482
+4,300
| +30% | +$78.3K | 0.05% | 121 |
|
|
2023
Q4 | $253K | Buy |
+14,182
| New | +$253K | 0.04% | 128 |
|