Peterson Wealth Management’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.64M | Sell |
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|
2023
Q3 | $3.43M | Sell |
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|
2023
Q2 | $3.85M | Sell |
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|
2023
Q1 | $4.1M | Sell |
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|
2022
Q4 | $5.43M | Sell |
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|
2022
Q3 | $5.4M | Buy |
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|
2022
Q2 | $5.17M | Sell |
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|
2022
Q1 | $6.93M | Buy |
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|
2021
Q4 | $5.86M | Buy |
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|
2021
Q3 | $5.45M | Buy |
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|
2021
Q2 | $5.38M | Sell |
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|
2021
Q1 | $7.15M | Sell |
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|
2020
Q4 | $8.47M | Buy |
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|
2020
Q3 | $7.84M | Sell |
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|
2020
Q2 | $7.71M | Buy |
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|
2020
Q1 | $6.56M | Buy |
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|
2019
Q4 | $7.47M | Buy |
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