Shelton Wealth Management’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 | $1.09M | Sell |
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|
2025
Q2 | $1.08M | Sell |
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|
2025
Q1 | $3.1M | Buy |
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|
2024
Q4 | $2.94M | Sell |
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|
2024
Q3 | $3.24M | Sell |
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|
2024
Q2 | $3.31M | Sell |
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|
2024
Q1 | $3.55M | Buy |
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|
2023
Q4 | $3.06M | Sell |
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|
2023
Q3 | $4.7M | Sell |
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|
2023
Q2 | $4.77M | Sell |
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|
2023
Q1 | $5.05M | Buy |
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|
2022
Q4 | $5.24M | Buy |
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|
2022
Q3 | $4.79M | Buy |
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|
2022
Q2 | $4.93M | Buy |
|