Sigma Planning Corp’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 | $1.25M | Sell |
65,744
-7,504
| -10% | -$143K | 0.04% | 437 |
|
|
2025
Q1 | $1.37M | Sell |
73,248
-3,641
| -5% | -$68.1K | 0.04% | 382 |
|
|
2024
Q4 | $1.44M | Buy |
76,889
+2,343
| +3% | +$43.8K | 0.05% | 366 |
|
|
2024
Q3 | $1.42M | Sell |
74,546
-544
| -0.7% | -$10.4K | 0.04% | 385 |
|
|
2024
Q2 | $1.38M | Sell |
75,090
-1,324
| -2% | -$24.3K | 0.04% | 382 |
|
|
2024
Q1 | $1.39M | Buy |
76,414
+37,624
| +97% | +$686K | 0.04% | 405 |
|
|
2023
Q4 | $692K | Sell |
38,790
-38,373
| -50% | -$684K | 0.05% | 355 |
|
|
2023
Q3 | $1.3M | Sell |
77,163
-20,566
| -21% | -$347K | 0.05% | 379 |
|
|
2023
Q2 | $1.65M | Buy |
97,729
+13,109
| +15% | +$221K | 0.06% | 321 |
|
|
2023
Q1 | $1.42M | Buy |
+84,620
| New | +$1.42M | 0.05% | 394 |
|