Kovack Advisors’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
Q1 | – | Sell |
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|
2024
Q4 | $451K | Sell |
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|
2024
Q3 | $521K | Sell |
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|
2024
Q2 | $575K | Buy |
|
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $744K | Sell |
|
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|
2023
Q3 | $705K | Buy |
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|
2023
Q2 | $584K | Buy |
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|
2023
Q1 | $551K | Sell |
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|
2022
Q4 | $586K | Sell |
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|
2022
Q3 | $587K | Buy |
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|
2022
Q2 | $536K | Sell |
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|
2022
Q1 | $593K | Sell |
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|
2021
Q4 | $672K | Buy |
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|
2021
Q3 | $594K | Buy |
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|
2021
Q2 | $499K | Buy |
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|
2021
Q1 | $390K | Buy |
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