Southern 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
2023
Q1
$178K Sell
2022
Q4
$446K Sell
2022
Q3
$690K Sell
2022
Q2
$1.01M Sell
2022
Q1
$19.5M Buy