Raleigh Capital Management’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 | – | Sell |
-1,526
| Closed | -$28.5K | – | 662 |
|
|
2025
Q1 | $28.5K | Buy |
1,526
+348
| +30% | +$6.51K | 0.01% | 299 |
|
|
2024
Q4 | $22K | Sell |
1,178
-2,927
| -71% | -$54.7K | 0.01% | 437 |
|
|
2024
Q3 | $78.3K | Sell |
4,105
-3,184
| -44% | -$60.7K | 0.03% | 274 |
|
|
2024
Q2 | $134K | Buy |
7,289
+1
| +0% | +$18 | 0.06% | 226 |
|
|
2024
Q1 | $133K | Buy |
7,288
+5,034
| +223% | +$91.7K | 0.06% | 225 |
|
|
2023
Q4 | $40.2K | Sell |
2,254
-547
| -20% | -$9.76K | 0.02% | 306 |
|
|
2023
Q3 | $47.3K | Sell |
2,801
-260
| -8% | -$4.39K | 0.02% | 266 |
|
|
2023
Q2 | $51.6K | Sell |
3,061
-69
| -2% | -$1.16K | 0.03% | 241 |
|
|
2023
Q1 | $52.4K | Buy |
3,130
+261
| +9% | +$4.37K | 0.03% | 244 |
|
|
2022
Q4 | $51.1K | Sell |
2,869
-95
| -3% | -$1.69K | 0.03% | 239 |
|
|
2022
Q3 | $51K | Sell |
2,964
-448
| -13% | -$7.71K | 0.03% | 235 |
|
|
2022
Q2 | $60K | Sell |
3,412
-1,055
| -24% | -$18.6K | 0.03% | 239 |
|
|
2022
Q1 | $87K | Buy |
+4,467
| New | +$87K | 0.05% | 224 |
|