Maia Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $524K | Sell |
27,617
-2,181
| -7% | -$41.4K | 0.1% | 188 |
|
|
2025
Q1 | $540K | Sell |
29,798
-1,249
| -4% | -$22.6K | 0.12% | 166 |
|
|
2024
Q4 | $580K | Sell |
31,047
-3,399
| -10% | -$63.5K | 0.12% | 153 |
|
|
2024
Q3 | $649K | Sell |
34,446
-13,824
| -29% | -$261K | 0.16% | 125 |
|
|
2024
Q2 | $896K | Buy |
+48,270
| New | +$896K | 0.27% | 80 |
|
|
2023
Q4 | $801K | Buy |
+44,938
| New | +$801K | 0.32% | 61 |
|