PFA
Plotkin Financial Advisors’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $553K | Sell |
29,133
-1,200
| -4% | -$22.8K | 0.31% | 53 |
|
|
2025
Q1 | $567K | Buy |
30,333
+10,144
| +50% | +$190K | 0.35% | 44 |
|
|
2024
Q4 | $378K | Sell |
20,189
-659
| -3% | -$12.3K | 0.22% | 67 |
|
|
2024
Q3 | $398K | Sell |
20,848
-5,825
| -22% | -$111K | 0.24% | 63 |
|
|
2024
Q2 | $490K | Buy |
26,673
+2,100
| +9% | +$38.6K | 0.32% | 47 |
|
|
2024
Q1 | $448K | Buy |
24,573
+5,739
| +30% | +$105K | 0.3% | 53 |
|
|
2023
Q4 | $336K | Buy |
+18,834
| New | +$336K | 0.26% | 58 |
|