Equitable Holdings’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
Q3 | $777K | Sell |
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|
2025
Q2 | $788K | Sell |
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|
2025
Q1 | $804K | Sell |
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|
2024
Q4 | $2.28M | Sell |
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|
2024
Q3 | $2.83M | Buy |
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|
2024
Q2 | $2.46M | Buy |
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|
2024
Q1 | $500K | Buy |
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|
2023
Q4 | $346K | Sell |
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|
2023
Q3 | $523K | Sell |
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|
2023
Q2 | $584K | Buy |
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|
2023
Q1 | $412K | Buy |
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|
2022
Q4 | $352K | Buy |
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|
2022
Q3 | $293K | Buy |
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|
2022
Q2 | $297K | Buy |
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|
2022
Q1 | $302K | Buy |
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|
2021
Q4 | $318K | Sell |
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|
2021
Q3 | $337K | Buy |
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|
2021
Q2 | $323K | Buy |
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|
2021
Q1 | $302K | Buy |
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|
2020
Q4 | $281K | Buy |
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|
2020
Q3 | $258K | Buy |
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|
2020
Q2 | $224K | Hold |
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|
2020
Q1 | $201K | Sell |
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|
2019
Q4 | $279K | Buy |
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