McElhenny Sheffield Capital Management’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 | $342K | Hold |
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|
2025
Q2 | $336K | Hold |
|
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|
2025
Q1 | $331K | Hold |
|
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|
2024
Q4 | $331K | Hold |
|
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|
2024
Q3 | $337K | Hold |
|
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|
2024
Q2 | $325K | Hold |
|
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|
2024
Q1 | $322K | Hold |
|
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|
2023
Q4 | $315K | Hold |
|
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|
2023
Q3 | $299K | Hold |
|
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|
2023
Q2 | $298K | Hold |
|
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|
2023
Q1 | $296K | Hold |
|
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|
2022
Q4 | $315K | Hold |
|
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|
2022
Q3 | $303K | Hold |
|
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|
2022
Q2 | $314K | Hold |
|
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|
2022
Q1 | $343K | Hold |
|
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|
2021
Q4 | $361K | Sell |
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|
2021
Q3 | $493K | Buy |
|