CWA
Clarus Wealth Advisors’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-29,638
| Closed | -$549K | – | 103 |
|
|
2024
Q4 | $549K | Sell |
29,638
-306
| -1% | -$5.67K | 0.27% | 74 |
|
|
2024
Q3 | $566K | Sell |
29,944
-192
| -0.6% | -$3.63K | 0.29% | 76 |
|
|
2024
Q2 | $556K | Buy |
30,136
+971
| +3% | +$17.9K | 0.3% | 73 |
|
|
2024
Q1 | $528K | Sell |
29,165
-732
| -2% | -$13.3K | 0.3% | 78 |
|
|
2023
Q4 | $534K | Buy |
+29,897
| New | +$534K | 0.32% | 72 |
|
|
2023
Q2 | $508K | Sell |
30,182
-3,190
| -10% | -$53.7K | 0.31% | 72 |
|
|
2023
Q1 | $557K | Buy |
+33,372
| New | +$557K | 0.35% | 59 |
|