Mutual Advisors’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 | $253K | Sell |
13,322
-1,950
| -13% | -$37K | 0.01% | 1042 |
|
|
2025
Q1 | $282K | Sell |
15,272
-8,713
| -36% | -$161K | 0.01% | 915 |
|
|
2024
Q4 | $449K | Buy |
23,985
+335
| +1% | +$6.27K | 0.01% | 738 |
|
|
2024
Q3 | $446K | Buy |
23,650
+3,305
| +16% | +$62.3K | 0.01% | 749 |
|
|
2024
Q2 | $377K | Buy |
20,345
+168
| +0.8% | +$3.11K | 0.01% | 810 |
|
|
2024
Q1 | $368K | Buy |
20,177
+5,567
| +38% | +$101K | 0.01% | 798 |
|
|
2023
Q4 | $260K | Hold |
14,610
| – | – | 0.01% | 870 |
|
|
2023
Q3 | $247K | Sell |
14,610
-253
| -2% | -$4.27K | 0.01% | 850 |
|
|
2023
Q2 | $250K | Sell |
14,863
-7,486
| -33% | -$126K | 0.01% | 869 |
|
|
2023
Q1 | $374K | Buy |
+22,349
| New | +$374K | 0.02% | 706 |
|