Beacon Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.34M | Sell |
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|
2025
Q2 | $2.34M | Sell |
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|
2025
Q1 | $2.44M | Sell |
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|
2024
Q4 | $2.5M | Sell |
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|
2024
Q3 | $2.9M | Sell |
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|
2024
Q2 | $2.9M | Sell |
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|
2024
Q1 | $3.02M | Sell |
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|
2023
Q4 | $3.62M | Buy |
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|
2023
Q3 | $3.44M | Sell |
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|
2023
Q2 | $10.6M | Sell |
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|
2023
Q1 | $11.5M | Sell |
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|
2022
Q4 | $12.6M | Buy |
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