BRIA
Balanced Rock Investment Advisors’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 | $432K | Buy |
22,755
+3,738
| +20% | +$71K | 0.34% | 64 |
|
|
2025
Q1 | $356K | Buy |
19,017
+742
| +4% | +$13.9K | 0.28% | 68 |
|
|
2024
Q4 | $342K | Buy |
18,275
+4,801
| +36% | +$89.8K | 0.27% | 69 |
|
|
2024
Q3 | $257K | Buy |
13,474
+1,547
| +13% | +$29.5K | 0.2% | 79 |
|
|
2024
Q2 | $219K | Buy |
+11,927
| New | +$219K | 0.18% | 81 |
|