Newbridge Financial Services 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 | – | Sell |
-750
| Closed | -$14K | – | 1336 |
|
|
2025
Q1 | $14K | Hold |
750
| – | – | ﹤0.01% | 626 |
|
|
2024
Q4 | $14K | Hold |
750
| – | – | ﹤0.01% | 672 |
|
|
2024
Q3 | $14.3K | Hold |
750
| – | – | 0.01% | 395 |
|
|
2024
Q2 | $13.8K | Hold |
750
| – | – | 0.01% | 648 |
|
|
2024
Q1 | $13.7K | Hold |
750
| – | – | 0.01% | 695 |
|
|
2023
Q4 | $13.4K | Hold |
750
| – | – | 0.01% | 675 |
|
|
2023
Q3 | $12.7K | Hold |
750
| – | – | 0.01% | 757 |
|
|
2023
Q2 | $12.6K | Hold |
750
| – | – | 0.01% | 835 |
|
|
2023
Q1 | $12.6K | Hold |
750
| – | – | 0.01% | 866 |
|
|
2022
Q4 | $13.4K | Buy |
+750
| New | +$13.4K | 0.01% | 838 |
|