LWM
Lakeridge Wealth Management’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Buy |
79,314
+1,762
| +2% | +$33.5K | 0.69% | 29 |
|
|
2025
Q1 | $1.45M | Buy |
77,552
+2,478
| +3% | +$46.3K | 0.73% | 27 |
|
|
2024
Q4 | $1.4M | Buy |
75,074
+3,303
| +5% | +$61.8K | 0.73% | 28 |
|
|
2024
Q3 | $1.37M | Sell |
71,771
-278
| -0.4% | -$5.3K | 0.75% | 28 |
|
|
2024
Q2 | $1.32M | Buy |
+72,049
| New | +$1.32M | 0.8% | 26 |
|