Empirical Wealth Management’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Sell |
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|
2025
Q1 | $1.35M | Sell |
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|
2024
Q4 | $1.51M | Buy |
|
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|
2024
Q3 | $1.53M | Sell |
|
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|
2024
Q2 | $1.51M | Sell |
|
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|
2024
Q1 | $1.58M | Buy |
|
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|
2023
Q4 | $1.52M | Sell |
|
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|
2023
Q3 | $1.45M | Buy |
|
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|
2023
Q2 | $1.29M | Buy |
|
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|
2023
Q1 | $1.06M | Buy |
|
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|
2022
Q4 | $1.05M | Buy |
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|
2022
Q3 | $677K | Sell |
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|
2022
Q2 | $1.09M | Buy |
|
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|
2022
Q1 | $817K | Buy |
|
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|
2021
Q4 | $675K | Sell |
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|
2021
Q3 | $743K | Sell |
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|
2021
Q2 | $749K | Buy |
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|
2021
Q1 | $724K | Sell |
|
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|
2020
Q4 | $931K | Sell |
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|
2020
Q3 | $931K | Sell |
|
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|
2020
Q2 | $907K | Buy |
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|
2020
Q1 | $509K | Buy |
|