Jacobi Capital Management’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 | $207K | Buy |
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|
2025
Q1 | $202K | Buy |
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|
2024
Q4 | $201K | Buy |
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|
2024
Q3 | $203K | Buy |
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|
2024
Q2 | $194K | Sell |
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|
2024
Q1 | $203K | Buy |
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|
2023
Q4 | $196K | Sell |
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|
2023
Q3 | $274K | Sell |
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|
2023
Q2 | $322K | Buy |
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|
2023
Q1 | $268K | Sell |
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|
2022
Q4 | $291K | Sell |
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|
2022
Q3 | $303K | Buy |
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|
2022
Q2 | $304K | Sell |
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|
2022
Q1 | $334K | Buy |
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|
2021
Q4 | $312K | Buy |
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|
2021
Q3 | $259K | Buy |
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|
2021
Q2 | $110K | Buy |
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|
2021
Q1 | $107K | Buy |
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|
2020
Q4 | $106K | Buy |
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|
2020
Q3 | $100K | Buy |
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|
2020
Q2 | $54K | Sell |
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|
2020
Q1 | $70K | Buy |
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|
2019
Q4 | $52K | Buy |
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|
2019
Q3 | $50K | Buy |
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