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Castleview Partners’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Castleview Partners’s Portfolio FPEI Stock Details FPEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-13,054
Closed -$245K – 313
2024
Q4 		$245K Buy
+13,054
New +$245K 0.13% 165