Integrated Advisors Network’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 | $663K | Buy |
34,922
+11,624
| +50% | +$221K | 0.03% | 444 |
|
|
2025
Q1 | $436K | Buy |
23,298
+6,166
| +36% | +$115K | 0.02% | 492 |
|
|
2024
Q4 | $320K | Buy |
+17,132
| New | +$320K | 0.02% | 544 |
|
|
2022
Q3 | – | Sell |
-12,328
| Closed | -$218K | – | 660 |
|
|
2022
Q2 | $218K | Sell |
12,328
-2,771
| -18% | -$49K | 0.01% | 598 |
|
|
2022
Q1 | $293K | Sell |
15,099
-2,313
| -13% | -$44.9K | 0.02% | 550 |
|
|
2021
Q4 | $355K | Sell |
17,412
-4,079
| -19% | -$83.2K | 0.02% | 487 |
|
|
2021
Q3 | $444K | Sell |
21,491
-3,138
| -13% | -$64.8K | 0.03% | 425 |
|
|
2021
Q2 | $509K | Sell |
24,629
-17,461
| -41% | -$361K | 0.04% | 356 |
|
|
2021
Q1 | $853K | Buy |
+42,090
| New | +$853K | 0.08% | 229 |
|