Kingsview Wealth Management’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 | $5.71M | Buy |
300,449
+25,519
| +9% | +$485K | 0.1% | 219 |
|
|
2025
Q1 | $5.14M | Buy |
274,930
+19,891
| +8% | +$372K | 0.1% | 214 |
|
|
2024
Q4 | $4.77M | Buy |
255,039
+29,319
| +13% | +$548K | 0.09% | 209 |
|
|
2024
Q3 | $4.3M | Buy |
225,720
+4,952
| +2% | +$94.4K | 0.09% | 222 |
|
|
2024
Q2 | $4.06M | Buy |
220,768
+20,351
| +10% | +$374K | 0.1% | 206 |
|
|
2024
Q1 | $3.65M | Buy |
200,417
+16,666
| +9% | +$304K | 0.09% | 211 |
|
|
2023
Q4 | $3.28M | Buy |
+183,751
| New | +$3.28M | 0.1% | 194 |
|