Fidelity Investments’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
Q1 | – | Sell |
-6
| Closed | -$112 | – | 5439 |
|
|
2024
Q4 | $112 | Buy |
6
+5
| +500% | +$93 | ﹤0.01% | 5089 |
|
|
2024
Q3 | $19 | Buy |
+1
| New | +$19 | ﹤0.01% | 5359 |
|
|
2023
Q3 | – | Sell |
-1
| Closed | -$17 | – | 5371 |
|
|
2023
Q2 | $17 | Hold |
1
| – | – | ﹤0.01% | 5208 |
|
|
2023
Q1 | $17 | Buy |
+1
| New | +$17 | ﹤0.01% | 5129 |
|
|
2022
Q4 | – | Sell |
-2
| Closed | – | – | 5436 |
|
|
2022
Q3 | $0 | Buy |
2
+1
| +100% | – | ﹤0.01% | 5059 |
|
|
2022
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 5120 |
|
|
2022
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 5153 |
|