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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Buy |
52,664
+7,742
| +17% | +$147K | 0.01% | 744 |
|
|
2025
Q1 | $840K | Buy |
44,922
+1,115
| +3% | +$20.9K | 0.01% | 743 |
|
|
2024
Q4 | $819K | Sell |
43,807
-6,169
| -12% | -$115K | 0.01% | 722 |
|
|
2024
Q3 | $953K | Sell |
49,976
-2,970
| -6% | -$56.6K | 0.02% | 628 |
|
|
2024
Q2 | $973K | Buy |
52,946
+14,020
| +36% | +$258K | 0.02% | 582 |
|
|
2024
Q1 | $709K | Buy |
38,926
+18,197
| +88% | +$332K | 0.02% | 666 |
|
|
2023
Q4 | $370K | Buy |
20,729
+1,218
| +6% | +$21.7K | 0.01% | 857 |
|
|
2023
Q3 | $329K | Buy |
19,511
+243
| +1% | +$4.1K | 0.01% | 827 |
|
|
2023
Q2 | $325K | Sell |
19,268
-1,859
| -9% | -$31.3K | 0.01% | 792 |
|
|
2023
Q1 | $354K | Buy |
21,127
+4,437
| +27% | +$74.3K | 0.01% | 721 |
|
|
2022
Q4 | $297K | Buy |
+16,690
| New | +$297K | 0.02% | 676 |
|