Marshall Investment Management’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	$239K	Sell	12,570 -144,953	-92%	-$2.75M	1.13%	21
2025 Q1	$2.95M	Sell	157,523 -24,457	-13%	-$457K	1.83%	18
2024 Q4	$3.47M	Buy	+181,980	New	+$3.47M	2.04%	18