Jaffetilchin Investment Partners’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 | $1.22M | Sell |
64,257
-10,505
| -14% | -$199K | 0.08% | 158 |
|
|
2025
Q1 | $1.4M | Buy |
74,762
+304
| +0.4% | +$5.69K | 0.1% | 141 |
|
|
2024
Q4 | $1.39M | Buy |
74,458
+29,489
| +66% | +$551K | 0.1% | 130 |
|
|
2024
Q3 | $858K | Buy |
44,969
+537
| +1% | +$10.2K | 0.06% | 167 |
|
|
2024
Q2 | $816K | Sell |
44,432
-3,028
| -6% | -$55.6K | 0.07% | 156 |
|
|
2024
Q1 | $865K | Sell |
47,460
-3,446
| -7% | -$62.8K | 0.08% | 153 |
|
|
2023
Q4 | $908K | Buy |
50,906
+23,477
| +86% | +$419K | 0.09% | 142 |
|
|
2023
Q3 | $463K | Buy |
27,429
+373
| +1% | +$6.3K | 0.05% | 206 |
|
|
2023
Q2 | $456K | Buy |
27,056
+5,710
| +27% | +$96.2K | 0.05% | 215 |
|
|
2023
Q1 | $358K | Sell |
21,346
-5,978
| -22% | -$100K | 0.04% | 257 |
|
|
2022
Q4 | $487K | Sell |
27,324
-15,149
| -36% | -$270K | 0.06% | 205 |
|
|
2022
Q3 | $728K | Sell |
42,473
-22,094
| -34% | -$379K | 0.09% | 138 |
|
|
2022
Q2 | $1.14M | Buy |
64,567
+40,880
| +173% | +$724K | 0.14% | 107 |
|
|
2022
Q1 | $437K | Sell |
23,687
-628,848
| -96% | -$11.6M | 0.05% | 205 |
|
|
2021
Q4 | $13.3M | Buy |
652,535
+2,678
| +0.4% | +$54.6K | 1.26% | 17 |
|
|
2021
Q3 | $13.4M | Buy |
649,857
+58,199
| +10% | +$1.2M | 1.43% | 16 |
|
|
2021
Q2 | $12.2M | Buy |
591,658
+98,781
| +20% | +$2.04M | 0.84% | 22 |
|
|
2021
Q1 | $9.99M | Buy |
+492,877
| New | +$9.99M | 1.18% | 17 |
|