Carson Wealth (CWM LLC)’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 | $4.62M | Buy |
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|
2025
Q2 | $3.58M | Buy |
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2025
Q1 | $3.08M | Buy |
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|
2024
Q4 | $2.99M | Buy |
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|
2024
Q3 | $2.64M | Buy |
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|
2024
Q2 | $1.15M | Buy |
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|
2024
Q1 | $892K | Buy |
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|
2023
Q4 | $616K | Buy |
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|
2023
Q3 | $343K | Buy |
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|
2023
Q2 | $27K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $22K | Buy |
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