DHJJ Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $104 | Hold |
5
| – | – | ﹤0.01% | 933 |
|
|
2025
Q1 | $103 | Hold |
5
| – | – | ﹤0.01% | 889 |
|
|
2024
Q4 | $103 | Hold |
5
| – | – | ﹤0.01% | 853 |
|
|
2024
Q3 | $105 | Hold |
5
| – | – | ﹤0.01% | 834 |
|
|
2024
Q2 | $101 | Hold |
5
| – | – | ﹤0.01% | 793 |
|
|
2024
Q1 | $100 | Hold |
5
| – | – | ﹤0.01% | 778 |
|
|
2023
Q4 | $98 | Hold |
5
| – | – | ﹤0.01% | 769 |
|
|
2023
Q3 | $93 | Buy |
+5
| New | +$93 | ﹤0.01% | 772 |
|