Capital Analysts LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-440
| Closed | -$8K | – | 1389 |
|
|
2024
Q4 | $8K | Buy |
+440
| New | +$8K | ﹤0.01% | 1095 |
|
|
2023
Q2 | – | Sell |
-194
| Closed | -$3K | – | 1010 |
|
|
2023
Q1 | $3K | Hold |
194
| – | – | ﹤0.01% | 898 |
|
|
2022
Q4 | $3K | Sell |
194
-2,734
| -93% | -$42.3K | ﹤0.01% | 953 |
|
|
2022
Q3 | $50K | Buy |
2,928
+2,874
| +5,322% | +$49.1K | ﹤0.01% | 565 |
|
|
2022
Q2 | $1K | Buy |
+54
| New | +$1K | ﹤0.01% | 968 |
|