LPL Financial’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
Q3 | $82.6M | Buy |
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|
2025
Q2 | $70.8M | Sell |
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|
2025
Q1 | $71.8M | Buy |
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|
2024
Q4 | $65.8M | Buy |
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|
2024
Q3 | $54.9M | Buy |
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|
2024
Q2 | $52.1M | Buy |
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|
2024
Q1 | $45.2M | Sell |
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|
2023
Q4 | $50.7M | Buy |
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|
2023
Q3 | $40.9M | Buy |
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|
2023
Q2 | $35.4M | Buy |
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|
2023
Q1 | $32.5M | Buy |
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|
2022
Q4 | $19.9M | Buy |
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|
2022
Q3 | $14.9M | Buy |
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|
2022
Q2 | $10.9M | Buy |
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|
2022
Q1 | $10.6M | Buy |
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|
2021
Q4 | $9.7M | Buy |
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|
2021
Q3 | $8.26M | Buy |
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|
2021
Q2 | $7.25M | Buy |
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|
2021
Q1 | $5.94M | Buy |
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|
2020
Q4 | $5.42M | Sell |
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|
2020
Q3 | $5.25M | Sell |
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|
2020
Q2 | $5.14M | Sell |
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|
2020
Q1 | $5.39M | Sell |
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|
2019
Q4 | $6.41M | Buy |
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|
2019
Q3 | $6.1M | Buy |
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|
2019
Q2 | $5.67M | Buy |
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|
2019
Q1 | $5.11M | Buy |
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|
2018
Q4 | $4.35M | Buy |
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|
2018
Q3 | $3.2M | Sell |
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|
2018
Q2 | $3.98M | Sell |
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|
2018
Q1 | $4.32M | Buy |
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|
2017
Q4 | $3.9M | Buy |
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|
2017
Q3 | $1.15M | Buy |
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