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