Nations Financial Group’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 | $1.43M | Buy |
75,478
+1,293
| +2% | +$24.6K | 0.1% | 229 |
|
2025
Q1 | $1.39M | Buy |
74,185
+495
| +0.7% | +$9.26K | 0.11% | 214 |
|
2024
Q4 | $1.38M | Buy |
73,690
+2,535
| +4% | +$47.4K | 0.1% | 221 |
|
2024
Q3 | $1.36M | Sell |
71,155
-3,230
| -4% | -$61.6K | 0.1% | 220 |
|
2024
Q2 | $1.37M | Buy |
74,385
+875
| +1% | +$16.1K | 0.11% | 211 |
|
2024
Q1 | $1.34M | Buy |
73,510
+700
| +1% | +$12.8K | 0.11% | 206 |
|
2023
Q4 | $1.3M | Sell |
72,810
-2,070
| -3% | -$36.9K | 0.12% | 201 |
|
2023
Q3 | $1.26M | Buy |
74,880
+15,320
| +26% | +$259K | 0.13% | 189 |
|
2023
Q2 | $1M | Buy |
59,560
+12,460
| +26% | +$210K | 0.1% | 235 |
|
2023
Q1 | $789K | Buy |
47,100
+12,975
| +38% | +$217K | 0.08% | 266 |
|
2022
Q4 | $608K | Buy |
+34,125
| New | +$608K | 0.07% | 312 |
|