LFASL
Lugano Financial Advisors SA (LFA)’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 | $454K | Hold |
24,000
| – | – | 0.27% | 46 |
|
|
2025
Q1 | $449K | Hold |
24,000
| – | – | 0.31% | 44 |
|
|
2024
Q4 | $449K | Hold |
24,000
| – | – | 0.29% | 44 |
|
|
2024
Q3 | $458K | Hold |
24,000
| – | – | 0.31% | 44 |
|
|
2024
Q2 | $441K | Hold |
24,000
| – | – | 0.34% | 41 |
|
|
2024
Q1 | $437K | Hold |
24,000
| – | – | 0.32% | 50 |
|
|
2023
Q4 | $428K | Hold |
24,000
| – | – | 0.34% | 44 |
|
|
2023
Q3 | $405K | Hold |
24,000
| – | – | 0.35% | 38 |
|
|
2023
Q2 | $404K | Hold |
24,000
| – | – | 0.27% | 47 |
|
|
2023
Q1 | $402K | Hold |
24,000
| – | – | 0.3% | 39 |
|
|
2022
Q4 | $427K | Hold |
24,000
| – | – | 0.32% | 41 |
|
|
2022
Q3 | $412K | Hold |
24,000
| – | – | 0.32% | 48 |
|
|
2022
Q2 | $425K | Hold |
24,000
| – | – | 0.3% | 45 |
|
|
2022
Q1 | $465K | Hold |
24,000
| – | – | 0.31% | 45 |
|
|
2021
Q4 | $490K | Buy |
+24,000
| New | +$490K | 0.28% | 44 |
|