IFP Advisors’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 | $194K | Sell |
|
|||||
|
2025
Q1 | $250K | Sell |
|
|||||
|
2024
Q4 | $428K | Buy |
|
|||||
|
2024
Q3 | $435K | Sell |
|
|||||
|
2024
Q2 | $760K | Buy |
|
|||||
|
2024
Q1 | $745K | Buy |
|
|||||
|
2023
Q4 | $668K | Sell |
|
|||||
|
2023
Q3 | $882K | Buy |
|
|||||
|
2023
Q2 | $691K | Buy |
|
|||||
|
2023
Q1 | $733K | Sell |
|
|||||
|
2022
Q4 | $1.77M | Buy |
|
|||||
|
2022
Q3 | $1.75M | Buy |
|
|||||
|
2022
Q2 | $1.47M | Hold |
|
|||||
|
2022
Q1 | $1.47M | Buy |
|
|||||
|
2021
Q4 | $232K | Buy |
|
|||||
|
2021
Q3 | $172K | Buy |
|
|||||
|
2021
Q2 | $153K | Buy |
|
|||||
|
2021
Q1 | $117K | Buy |
|
|||||
|
2020
Q4 | $68K | Buy |
|
|||||
|
2020
Q3 | $9K | Buy |
|
|||||
|
2020
Q2 | – | Hold |
|
|||||
|
2020
Q1 | – | Hold |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $621K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $86K | Buy |
|
|||||
|
2018
Q2 | $86K | Sell |
|
|||||
|
2018
Q1 | $167K | Hold |
|
|||||
|
2017
Q4 | $167K | Buy |
|