B. Riley 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
2022
Q2
$1.58K Buy
2022
Q1
$1.72M Buy
2021
Q4
$850K Hold
2021
Q3
$860K Buy
2021
Q2
$859K Hold
2021
Q1
$842K Hold
2020
Q4
$847K Hold
2020
Q3
$805K Sell
2020
Q2
$815K Hold
2020
Q1
$732K Buy
2019
Q4
$867K Buy
2019
Q3
$847K Buy
2019
Q2
$790 Buy
2019
Q1
$772K Sell
2018
Q4
$770K Sell
2018
Q3
$1.23M Buy