Kestra Advisory Services’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 | $678K | Sell |
35,706
-4,172
| -10% | -$79.2K | ﹤0.01% | 1748 |
|
|
2025
Q1 | $746K | Buy |
39,878
+15,207
| +62% | +$284K | ﹤0.01% | 1572 |
|
|
2024
Q4 | $461K | Sell |
24,671
-2,661
| -10% | -$49.8K | ﹤0.01% | 1924 |
|
|
2024
Q3 | $521K | Buy |
27,332
+11,563
| +73% | +$221K | ﹤0.01% | 1733 |
|
|
2024
Q2 | $290K | Buy |
+15,769
| New | +$290K | ﹤0.01% | 2128 |
|
|
2023
Q2 | – | Sell |
-11,605
| Closed | -$194K | – | 2135 |
|
|
2023
Q1 | $194K | Buy |
11,605
+600
| +5% | +$10.1K | ﹤0.01% | 1853 |
|
|
2022
Q4 | $196K | Sell |
11,005
-2,316
| -17% | -$41.2K | ﹤0.01% | 2034 |
|
|
2022
Q3 | $228K | Buy |
+13,321
| New | +$228K | ﹤0.01% | 1780 |
|