Northwestern Mutual Wealth Management’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 | $1.26M | Buy |
66,478
+3,236
| +5% | +$61.5K | ﹤0.01% | 1093 |
|
|
2025
Q1 | $1.18M | Buy |
63,242
+28,267
| +81% | +$529K | ﹤0.01% | 1056 |
|
|
2024
Q4 | $654K | Buy |
34,975
+12,333
| +54% | +$231K | ﹤0.01% | 1221 |
|
|
2024
Q3 | $432K | Buy |
22,642
+11,997
| +113% | +$229K | ﹤0.01% | 1355 |
|
|
2024
Q2 | $196K | Buy |
10,645
+4,824
| +83% | +$88.6K | ﹤0.01% | 1575 |
|
|
2024
Q1 | $106K | Buy |
5,821
+5,667
| +3,680% | +$103K | ﹤0.01% | 1787 |
|
|
2023
Q4 | $2.75K | Sell |
154
-446
| -74% | -$7.95K | ﹤0.01% | 3004 |
|
|
2023
Q3 | $10.1K | Buy |
+600
| New | +$10.1K | ﹤0.01% | 2530 |
|
|
2022
Q2 | – | Sell |
-2,325
| Closed | -$45K | – | 3275 |
|
|
2022
Q1 | $45K | Buy |
+2,325
| New | +$45K | ﹤0.01% | 1991 |
|