Clark Capital Management Group’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
Q2 | $5.08M | Sell |
267,359
-184,545
| -41% | -$3.5M | 0.04% | 209 |
|
|
2025
Q1 | $8.45M | Buy |
451,904
+119,884
| +36% | +$2.24M | 0.06% | 159 |
|
|
2024
Q4 | $6.21M | Buy |
332,020
+1,927
| +0.6% | +$36K | 0.04% | 181 |
|
|
2024
Q3 | $6.29M | Buy |
330,093
+99,466
| +43% | +$1.9M | 0.04% | 173 |
|
|
2024
Q2 | $4.24M | Buy |
230,627
+1,949
| +0.9% | +$35.8K | 0.03% | 185 |
|
|
2024
Q1 | $4.17M | Buy |
+228,678
| New | +$4.17M | 0.03% | 193 |
|