Private Trust Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $180K | Hold |
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|
2025
Q2 | $176K | Hold |
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|
2025
Q1 | $174K | Hold |
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|
2024
Q4 | $174K | Buy |
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|
2024
Q3 | $151K | Hold |
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|
2024
Q2 | $146K | Sell |
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|
2024
Q1 | $194K | Buy |
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|
2023
Q4 | $172K | Hold |
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|
2023
Q3 | $162K | Hold |
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|
2023
Q2 | $162K | Buy |
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|
2023
Q1 | $135K | Hold |
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|
2022
Q4 | $144K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $13K | Buy |
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