Envestnet Portfolio Solutions’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 | $878K | Sell |
46,232
-32,517
| -41% | -$617K | ﹤0.01% | 841 |
|
|
2025
Q1 | $1.47M | Buy |
78,749
+8,407
| +12% | +$157K | 0.01% | 683 |
|
|
2024
Q4 | $1.32M | Buy |
70,342
+24,488
| +53% | +$458K | ﹤0.01% | 820 |
|
|
2024
Q3 | $874K | Buy |
45,854
+18,027
| +65% | +$344K | ﹤0.01% | 949 |
|
|
2024
Q2 | $511K | Buy |
27,827
+392
| +1% | +$7.2K | ﹤0.01% | 1134 |
|
|
2024
Q1 | $500K | Buy |
27,435
+12,277
| +81% | +$224K | ﹤0.01% | 1123 |
|
|
2023
Q4 | $270K | Buy |
15,158
+3,456
| +30% | +$61.6K | ﹤0.01% | 1348 |
|
|
2023
Q3 | $198K | Buy |
+11,702
| New | +$198K | ﹤0.01% | 1439 |
|