Family Capital Management’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
2023
Q4
Sell
-30,548
Closed -$516K 77
2023
Q3
$516K Hold
30,548
0.34% 37
2023
Q2
$515K Hold
30,548
0.32% 38
2023
Q1
$512K Hold
30,548
0.22% 34
2022
Q4
$544K Buy
+30,548
New +$544K 0.36% 33