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Colonial Trust Advisors’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Colonial Trust Advisors’s Portfolio FPEI Stock Details FPEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-672
Closed -$12K – 1046
2023
Q4 		$12K Buy
+672
New +$12K ﹤0.01% 482