Kingswood Wealth Advisors’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 | $203K | Buy |
+10,700
| New | +$203K | 0.02% | 703 |
|
|
2025
Q1 | – | Sell |
-19,900
| Closed | -$372K | – | 762 |
|
|
2024
Q4 | $372K | Buy |
19,900
+8,350
| +72% | +$156K | 0.03% | 533 |
|
|
2024
Q3 | $220K | Hold |
11,550
| – | – | 0.02% | 648 |
|
|
2024
Q2 | $212K | Sell |
11,550
-5,900
| -34% | -$108K | 0.02% | 620 |
|
|
2024
Q1 | $318K | Sell |
17,450
-150
| -0.9% | -$2.73K | 0.04% | 457 |
|
|
2023
Q4 | $314K | Buy |
+17,600
| New | +$314K | 0.04% | 461 |
|
|
2023
Q3 | – | Sell |
-17,600
| Closed | -$297K | – | 452 |
|
|
2023
Q2 | $297K | Buy |
+17,600
| New | +$297K | 0.09% | 200 |
|