Castle Wealth Management’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 | $354K | Buy |
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|
2025
Q2 | $204K | Hold |
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|
2025
Q1 | $201K | Hold |
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|
2024
Q4 | $201K | Hold |
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|
2024
Q3 | $205K | Sell |
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|
2024
Q2 | $202K | Buy |
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|
2024
Q1 | $201K | Sell |
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|
2023
Q4 | $198K | Sell |
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|
2023
Q3 | $213K | Buy |
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|
2023
Q2 | $213K | Buy |
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|
2023
Q1 | $209K | Buy |
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|
2022
Q4 | $218K | Buy |
|