Forum Private Client Group’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
Q2 | $627K | Sell |
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|
2025
Q1 | $679K | Buy |
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|
2024
Q4 | $677K | Sell |
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|
2024
Q3 | $724K | Buy |
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|
2024
Q2 | $695K | Sell |
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|
2024
Q1 | $696K | Buy |
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|
2023
Q4 | $661K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $583K | Buy |
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|
2023
Q1 | $560K | Buy |
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|
2022
Q4 | $588K | Buy |
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|
2022
Q3 | $548K | Buy |
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|
2022
Q2 | $541K | Buy |
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|
2022
Q1 | $542K | Buy |
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