Key Financial Inc’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 | $7.67M | Sell |
403,869
-20,596
| -5% | -$391K | 1.54% | 14 |
|
|
2025
Q1 | $7.94M | Sell |
424,465
-18,278
| -4% | -$342K | 1.73% | 10 |
|
|
2024
Q4 | $8.28M | Sell |
442,743
-525,646
| -54% | -$9.83M | 1.88% | 8 |
|
|
2024
Q3 | $18.5M | Buy |
968,389
+74,532
| +8% | +$1.42M | 4.08% | 2 |
|
|
2024
Q2 | $16.4M | Buy |
893,857
+11,282
| +1% | +$207K | 3.94% | 3 |
|
|
2024
Q1 | $16.1M | Buy |
882,575
+49,599
| +6% | +$904K | 4.1% | 2 |
|
|
2023
Q4 | $14.9M | Buy |
832,976
+404,949
| +95% | +$7.22M | 4.06% | 2 |
|
|
2023
Q3 | $7.23M | Buy |
428,027
+170,635
| +66% | +$2.88M | 2.44% | 7 |
|
|
2023
Q2 | $4.34M | Buy |
257,392
+165,407
| +180% | +$2.79M | 1.44% | 13 |
|
|
2023
Q1 | $1.54M | Buy |
+91,985
| New | +$1.54M | 0.56% | 36 |
|