Baird Financial Group
FPEI icon

Baird Financial Group’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Baird Financial Group’s Portfolio FPEI Stock Details FPEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12M Buy
631,986
+14,336
+2% +$278K 0.02% 515
2025
Q4 		$12M Sell
617,650
-169,714
-22% -$3.29M 0.02% 490
2025
Q3 		$15.2M Sell
787,364
-8,557
-1% -$164K 0.02% 441
2025
Q2 		$15.1M Buy
795,921
+38,789
+5% +$721K 0.03% 423
2025
Q1 		$14.2M Sell
757,132
-9,253
-1% -$173K 0.03% 431
2024
Q4 		$14.3M Buy
766,385
+144,403
+23% +$2.72M 0.03% 422
2024
Q3 		$11.9M Buy
621,982
+205,110
+49% +$3.83M 0.02% 462
2024
Q2 		$7.66M Buy
416,872
+872
+0.2% +$15.9K 0.02% 554
2024
Q1 		$7.58M Buy
416,000
+263,209
+172% +$4.74M 0.02% 548
2023
Q4 		$2.72M Sell
152,791
-226,025
-60% -$3.86M 0.01% 851
2023
Q3 		$6.39M Sell
378,816
-3,234
-0.8% -$55.2K 0.02% 554
2023
Q2 		$6.44M Buy
+382,050
New +$6.4M 0.02% 551
2022
Q4 		– Sell
-44,270
Closed -$759K – 1716
2022
Q3 		$759K Buy
+44,270
New +$801K ﹤0.01% 1139

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NA
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