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Beacon Capital Management Inc (Ohio)’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Beacon Capital Management Inc (Ohio)’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
2022
Q3 		– Sell
-1
Closed – – 84
2022
Q2 		$0 Buy
+1
New +$19 ﹤0.01% 105

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Beacon Capital Management Inc (Ohio)'s FPEI Position: Q3 2022 in Review

Beacon Capital Management Inc (Ohio) sold out of First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q3 2022, closing a stake of 1 share.

Beacon Capital Management Inc (Ohio) first reported a position in FPEI in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 110 funds tracked by Wall St. Rank hold FPEI as of Q3 2022.

  • Beacon Capital Management Inc (Ohio) reported no remaining First Trust Institutional Preferred Securities and Income ETF position as of Q3 2022 after selling out during the quarter.
  • Beacon Capital Management Inc (Ohio) sold 1 First Trust Institutional Preferred Securities and Income ETF share in Q3 2022.
  • Beacon Capital Management Inc (Ohio) first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q2 2022 and held it in 1 quarter.
  • Beacon Capital Management Inc (Ohio)'s First Trust Institutional Preferred Securities and Income ETF position peaked at $0 in Q2 2022.
  • 110 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q3 2022.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q3 2022, filed 11 Oct 2022.