Belpointe Asset Management’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-800
Closed -$13.4K 1561
2023
Q1
$13.4K Sell
800
-257
-24% -$4.31K ﹤0.01% 2545
2022
Q4
$18.8K Buy
+1,057
New +$18.8K ﹤0.01% 2228
2019
Q2
Sell
-7,231
Closed -$138K 625
2019
Q1
$138K Buy
+7,231
New +$138K 0.03% 375