Creative Planning
FPEI icon

Creative Planning’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Creative Planning’s Portfolio FPEI Stock Details FPEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-18,464
Closed -$312K – 2827
2023
Q3 		$312K Buy
+18,464
New +$312K ﹤0.01% 1907