Marshall Financial Group (Maryland)’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 | $228K | Hold |
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|
2025
Q2 | $224K | Hold |
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|
2025
Q1 | $220K | Buy |
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|
2024
Q4 | $220K | Sell |
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|
2024
Q3 | $225K | Hold |
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|
2024
Q2 | $216K | Sell |
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|
2024
Q1 | $227K | Sell |
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|
2023
Q4 | $224K | Sell |
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|
2023
Q3 | $3.8M | Sell |
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|
2023
Q2 | $3.8M | Buy |
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|
2023
Q1 | $3.56M | Buy |
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|
2022
Q4 | $226K | Sell |
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|
2022
Q3 | $286K | Sell |
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|
2022
Q2 | $699K | Sell |
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|
2022
Q1 | $5.5M | Buy |
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|
2021
Q4 | $5.13M | Buy |
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