Soltis Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-34,256
| Closed | -$593K | – | 335 |
|
|
2024
Q1 | $593K | Buy |
+34,256
| New | +$593K | 0.07% | 185 |
|
|
2023
Q2 | – | Sell |
-53,433
| Closed | -$853K | – | 266 |
|
|
2023
Q1 | $853K | Sell |
53,433
-3,452
| -6% | -$55.1K | 0.11% | 139 |
|
|
2022
Q4 | $956K | Sell |
56,885
-41,430
| -42% | -$696K | 0.13% | 130 |
|
|
2022
Q3 | $1.64M | Buy |
+98,315
| New | +$1.64M | 0.25% | 99 |
|