MML Investors Services’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 | $734K | Buy |
38,636
+2,676
| +7% | +$50.8K | ﹤0.01% | 1844 |
|
2025
Q1 | $672K | Sell |
35,960
-7,795
| -18% | -$146K | ﹤0.01% | 1819 |
|
2024
Q4 | $818K | Buy |
43,755
+27,414
| +168% | +$513K | ﹤0.01% | 1641 |
|
2024
Q3 | $312K | Buy |
16,341
+2,925
| +22% | +$55.8K | ﹤0.01% | 2156 |
|
2024
Q2 | $246K | Sell |
13,416
-7,882
| -37% | -$145K | ﹤0.01% | 2218 |
|
2024
Q1 | $388K | Sell |
21,298
-12,718
| -37% | -$232K | ﹤0.01% | 1945 |
|
2023
Q4 | $607K | Sell |
34,016
-62,261
| -65% | -$1.11M | ﹤0.01% | 1638 |
|
2023
Q3 | $1.63M | Sell |
96,277
-6,085
| -6% | -$103K | 0.01% | 980 |
|
2023
Q2 | $1.73M | Sell |
102,362
-52,948
| -34% | -$892K | 0.01% | 971 |
|
2023
Q1 | $2.6M | Buy |
155,310
+86,331
| +125% | +$1.45M | 0.02% | 676 |
|
2022
Q4 | $1.23M | Buy |
68,979
+2,870
| +4% | +$51.1K | 0.01% | 1033 |
|
2022
Q3 | $1.13M | Buy |
+66,109
| New | +$1.13M | 0.01% | 996 |
|
2020
Q1 | – | Sell |
-75,589
| Closed | -$1.52M | – | 1444 |
|
2019
Q4 | $1.52M | Buy |
75,589
+8,363
| +12% | +$168K | 0.02% | 569 |
|
2019
Q3 | $1.32M | Buy |
+67,226
| New | +$1.32M | 0.02% | 578 |
|