Paladin Advisory 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 | $49.5K | Sell |
2,607
-1,425
| -35% | -$27.1K | 0.04% | 144 |
|
|
2025
Q1 | $75.4K | Hold |
4,032
| – | – | 0.06% | 128 |
|
|
2024
Q4 | $75.4K | Hold |
4,032
| – | – | 0.06% | 132 |
|
|
2024
Q3 | $76.9K | Hold |
4,032
| – | – | 0.06% | 132 |
|
|
2024
Q2 | $74K | Hold |
4,032
| – | – | 0.06% | 126 |
|
|
2024
Q1 | $73.4K | Hold |
4,032
| – | – | 0.06% | 125 |
|
|
2023
Q4 | $71.9K | Sell |
4,032
-138
| -3% | -$2.46K | 0.06% | 127 |
|
|
2023
Q3 | $70.4K | Hold |
4,170
| – | – | 0.06% | 131 |
|
|
2023
Q2 | $70.3K | Sell |
4,170
-108,143
| -96% | -$1.82M | 0.06% | 140 |
|
|
2023
Q1 | $1.88M | Buy |
+112,313
| New | +$1.88M | 1.56% | 22 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 82 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 82 |
|