Silver Oak Securities’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 | $595K | Buy |
31,358
+25
| +0.1% | +$475 | 0.05% | 364 |
|
|
2025
Q1 | $585K | Buy |
31,333
+818
| +3% | +$15.3K | 0.05% | 340 |
|
|
2024
Q4 | $571K | Buy |
30,515
+4,798
| +19% | +$89.8K | 0.05% | 344 |
|
|
2024
Q3 | $489K | Buy |
25,717
+10,413
| +68% | +$198K | 0.05% | 336 |
|
|
2024
Q2 | $281K | Buy |
15,304
+1,965
| +15% | +$36.1K | 0.04% | 303 |
|
|
2024
Q1 | $243K | Buy |
13,339
+2,968
| +29% | +$54.1K | 0.04% | 339 |
|
|
2023
Q4 | $185K | Buy |
+10,371
| New | +$185K | 0.02% | 467 |
|