Independent Financial Group’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Independent Financial Group’s Portfolio FPEI Stock Details FPEI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$199K	Buy
2024 Q2	–	Sell
2024 Q1	$279K	Sell
2023 Q4	$332K	Hold
2023 Q3	$314K	Hold
2023 Q2	$314K	Sell
2023 Q1	$391K	Hold
2022 Q4	$416K	Buy
2022 Q3	$351K	Buy