Principal Securities’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 | $2.42M | Sell |
127,429
-9,828
| -7% | -$187K | 0.05% | 357 |
|
|
2025
Q1 | $2.57M | Hold |
137,257
| – | – | 0.06% | 297 |
|
|
2024
Q4 | $2.57M | Buy |
137,257
+14,371
| +12% | +$269K | 0.06% | 297 |
|
|
2024
Q3 | $2.34M | Buy |
122,886
+51,178
| +71% | +$976K | 0.06% | 297 |
|
|
2024
Q2 | $1.32M | Buy |
71,708
+20,431
| +40% | +$375K | 0.04% | 410 |
|
|
2024
Q1 | $934K | Buy |
51,277
+50,745
| +9,539% | +$925K | 0.03% | 476 |
|
|
2023
Q4 | $9.49K | Buy |
+532
| New | +$9.49K | ﹤0.01% | 2271 |
|