Marshall Investment Management’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Marshall Investment Management’s Portfolio FPEI Stock Details FPEI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.71M	Buy
2025 Q2	$239K	Sell
2025 Q1	$2.95M	Sell
2024 Q4	$3.47M	Buy