Elevation Wealth Partners’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 | $3.65M | Buy |
192,208
+7,313
| +4% | +$139K | 1.44% | 16 |
|
|
2025
Q1 | $3.46M | Sell |
184,895
-6,267
| -3% | -$117K | 1.49% | 16 |
|
|
2024
Q4 | $3.57M | Buy |
191,162
+24,591
| +15% | +$459K | 1.51% | 15 |
|
|
2024
Q3 | $3.18M | Buy |
166,571
+10,530
| +7% | +$201K | 1.36% | 17 |
|
|
2024
Q2 | $2.87M | Buy |
156,041
+18,823
| +14% | +$346K | 1.36% | 19 |
|
|
2024
Q1 | $2.5M | Sell |
137,218
-18,677
| -12% | -$340K | 1.25% | 18 |
|
|
2023
Q4 | $2.63M | Buy |
+155,895
| New | +$2.63M | 1.58% | 13 |
|