KCS Wealth Advisory’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
2023
Q3
$188K Sell
11,157
-3,630
-25% -$61.3K 0.08% 131
2023
Q2
$249K Sell
14,787
-1,070
-7% -$18K 0.09% 137
2023
Q1
$266K Buy
+15,857
New +$266K 0.1% 132