NewEdge 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 | $44.8M | Buy |
2,361,031
+113,399
| +5% | +$2.15M | 0.23% | 93 |
|
|
2025
Q1 | $42M | Buy |
2,247,632
+207,123
| +10% | +$3.87M | 0.25% | 92 |
|
|
2024
Q4 | $38.2M | Buy |
2,040,509
+152,967
| +8% | +$2.86M | 0.23% | 90 |
|
|
2024
Q3 | $36M | Buy |
1,887,542
+1,807,901
| +2,270% | +$34.5M | 0.23% | 97 |
|
|
2024
Q2 | $1.46M | Buy |
79,641
+637
| +0.8% | +$11.7K | 0.01% | 897 |
|
|
2024
Q1 | $1.44M | Buy |
79,004
+5,608
| +8% | +$102K | 0.01% | 823 |
|
|
2023
Q4 | $1.31M | Buy |
73,396
+12,901
| +21% | +$230K | 0.01% | 825 |
|
|
2023
Q3 | $1.02M | Buy |
60,495
+14,959
| +33% | +$253K | 0.01% | 855 |
|
|
2023
Q2 | $767K | Sell |
45,536
-16,243
| -26% | -$274K | 0.01% | 992 |
|
|
2023
Q1 | $1.03M | Buy |
61,779
+4,291
| +7% | +$71.9K | 0.01% | 767 |
|
|
2022
Q4 | $837K | Buy |
+57,488
| New | +$837K | 0.02% | 571 |
|