Epstein & White Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $370K | Buy |
18,011
+359
| +2% | +$7.38K | 0.1% | 53 |
|
|
2021
Q1 | $357K | Buy |
17,652
+652
| +4% | +$13.2K | 0.1% | 47 |
|
|
2020
Q4 | $348K | Buy |
17,000
+1,035
| +6% | +$21.2K | 0.11% | 49 |
|
|
2020
Q3 | $309K | Buy |
15,965
+924
| +6% | +$17.9K | 0.11% | 44 |
|
|
2020
Q2 | $282K | Buy |
15,041
+660
| +5% | +$12.4K | 0.11% | 47 |
|
|
2020
Q1 | $242K | Buy |
+14,381
| New | +$242K | 0.1% | 59 |
|