FWL Investment 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
2025 Q2	$1.38M	Sell	72,505 -519	-0.7%	-$9.86K	0.42%	47
2025 Q1	$1.37M	Sell	73,024 -1,805	-2%	-$33.8K	0.51%	40
2024 Q4	$1.4M	Buy	74,829 +3,288	+5%	+$61.5K	0.51%	46
2024 Q3	$1.36M	Buy	71,541 +69,196	+2,951%	+$1.32M	0.52%	47
2024 Q2	$43.1K	Buy	+2,345	New	+$43.1K	0.02%	118