RFG Advisory’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 | $685K | Sell |
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|
2025
Q2 | $3.02M | Buy |
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|
2025
Q1 | $2.79M | Buy |
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|
2024
Q4 | $1.78M | Buy |
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|
2024
Q3 | $924K | Sell |
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|
2024
Q2 | $974K | Sell |
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|
2024
Q1 | $1.04M | Sell |
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|
2023
Q4 | $1.04M | Buy |
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|
2023
Q3 | $949K | Buy |
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|
2023
Q2 | $789K | Buy |
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|
2023
Q1 | $585K | Buy |
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|
2022
Q4 | $589K | Buy |
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|
2022
Q3 | $457K | Buy |
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|
2022
Q2 | $479K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $361K | Sell |
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|
2021
Q1 | $433K | Buy |
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|
2020
Q4 | $305K | Sell |
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|
2020
Q3 | $297K | Buy |
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|
2020
Q2 | $286K | Sell |
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|
2020
Q1 | $316K | Buy |
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|
2019
Q4 | $308K | Buy |
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