Plotkin Financial Advisors’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Plotkin Financial Advisors’s Portfolio FPEI Stock Details FPEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$553K	Sell
2025 Q1	$567K	Buy
2024 Q4	$378K	Sell
2024 Q3	$398K	Sell
2024 Q2	$490K	Buy
2024 Q1	$448K	Buy
2023 Q4	$336K	Buy