Kestra Private Wealth Services’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
Q3 | $1.03M | Buy |
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|
2025
Q2 | $1M | Buy |
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|
2025
Q1 | $840K | Buy |
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|
2024
Q4 | $819K | Sell |
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|
2024
Q3 | $953K | Sell |
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|
2024
Q2 | $973K | Buy |
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|
2024
Q1 | $709K | Buy |
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|
2023
Q4 | $370K | Buy |
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|
2023
Q3 | $329K | Buy |
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|
2023
Q2 | $325K | Sell |
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|
2023
Q1 | $354K | Buy |
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|
2022
Q4 | $297K | Buy |
|