Crown Wealth 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
2022
Q2
Sell
-28,756
Closed -$558K 83
2022
Q1
$558K Sell
28,756
-2,469
-8% -$47.9K 0.39% 44
2021
Q4
$637K Buy
+31,225
New +$637K 0.59% 36