CIA
Concurrent Investment 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
Q2 | – | Sell |
-15,073
| Closed | -$282K | – | 1354 |
|
|
2025
Q1 | $282K | Sell |
15,073
-557
| -4% | -$10.4K | 0.01% | 954 |
|
|
2024
Q4 | $292K | Buy |
15,630
+55
| +0.4% | +$1.03K | 0.01% | 829 |
|
|
2024
Q3 | $297K | Sell |
15,575
-16,103
| -51% | -$307K | 0.01% | 778 |
|
|
2024
Q2 | $582K | Buy |
31,678
+2,735
| +9% | +$50.2K | 0.02% | 545 |
|
|
2024
Q1 | $527K | Buy |
28,943
+11,885
| +70% | +$217K | 0.02% | 532 |
|
|
2023
Q4 | $304K | Buy |
+17,058
| New | +$304K | 0.01% | 643 |
|