Capital Investment Advisory Services’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 | $4.35K | Sell |
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|
2025
Q2 | $5.7K | Hold |
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|
2025
Q1 | $5.61K | Hold |
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|
2024
Q4 | $5.61K | Hold |
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|
2024
Q3 | $5.72K | Hold |
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|
2024
Q2 | $5.51K | Sell |
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|
2024
Q1 | $13.1K | Sell |
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|
2023
Q4 | $26.2K | Hold |
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|
2023
Q3 | $24.8K | Hold |
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|
2023
Q2 | $24.8K | Buy |
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|
2023
Q1 | $22.9K | Sell |
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|
2022
Q4 | $120K | Sell |
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|
2022
Q3 | $137K | Buy |
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|
2022
Q2 | $140K | Sell |
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|
2022
Q1 | $177K | Sell |
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|
2021
Q4 | $201K | Sell |
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|
2021
Q3 | $216K | Sell |
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|
2021
Q2 | $229K | Buy |
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|
2021
Q1 | $224K | Buy |
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|
2020
Q4 | $220K | Sell |
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|
2020
Q3 | $213K | Sell |
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|
2020
Q2 | $233K | Sell |
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|
2020
Q1 | $389K | Sell |
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|
2019
Q4 | $988K | Sell |
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|
2019
Q3 | $973K | Buy |
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|
2019
Q2 | $957K | Buy |
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|
2019
Q1 | $655K | Sell |
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|
2018
Q4 | $673K | Buy |
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