Laurel Wealth Advisors (California)’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
2020
Q1
Sell
-23,270
Closed -$467K 376
2019
Q4
$467K Buy
23,270
+7,500
+48% +$151K 0.08% 257
2019
Q3
$309K Buy
+15,770
New +$309K 0.05% 329