Lugano Financial Advisors SA (LFA)’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
Q2 | $454K | Hold |
|
|||||
|
2025
Q1 | $449K | Hold |
|
|||||
|
2024
Q4 | $449K | Hold |
|
|||||
|
2024
Q3 | $458K | Hold |
|
|||||
|
2024
Q2 | $441K | Hold |
|
|||||
|
2024
Q1 | $437K | Hold |
|
|||||
|
2023
Q4 | $428K | Hold |
|
|||||
|
2023
Q3 | $405K | Hold |
|
|||||
|
2023
Q2 | $404K | Hold |
|
|||||
|
2023
Q1 | $402K | Hold |
|
|||||
|
2022
Q4 | $427K | Hold |
|
|||||
|
2022
Q3 | $412K | Hold |
|
|||||
|
2022
Q2 | $425K | Hold |
|
|||||
|
2022
Q1 | $465K | Hold |
|
|||||
|
2021
Q4 | $490K | Buy |
|