Spire Wealth Management’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 | $464K | Sell |
24,448
-915
| -4% | -$17.4K | 0.02% | 527 |
|
|
2025
Q1 | $474K | Sell |
25,363
-576
| -2% | -$10.8K | 0.02% | 570 |
|
|
2024
Q4 | $485K | Sell |
25,939
-599
| -2% | -$11.2K | 0.02% | 551 |
|
|
2024
Q3 | $506K | Sell |
26,538
-719
| -3% | -$13.7K | 0.02% | 514 |
|
|
2024
Q2 | $501K | Sell |
27,257
-26,980
| -50% | -$496K | 0.02% | 487 |
|
|
2024
Q1 | $988K | Sell |
54,237
-2,360
| -4% | -$43K | 0.02% | 377 |
|
|
2023
Q4 | $1.01M | Sell |
56,597
-2,188
| -4% | -$39.1K | 0.03% | 355 |
|
|
2023
Q3 | $992K | Buy |
58,785
+12,304
| +26% | +$208K | 0.04% | 329 |
|
|
2023
Q2 | $783K | Buy |
46,481
+46,388
| +49,880% | +$782K | 0.03% | 391 |
|
|
2023
Q1 | $1.56K | Buy |
+93
| New | +$1.56K | ﹤0.01% | 2310 |
|
|
2022
Q1 | – | Sell |
-500
| Closed | -$10K | – | 2652 |
|
|
2021
Q4 | $10K | Buy |
+500
| New | +$10K | ﹤0.01% | 2374 |
|
|
2021
Q2 | – | Sell |
-500
| Closed | -$10K | – | 2712 |
|
|
2021
Q1 | $10K | Buy |
+500
| New | +$10K | ﹤0.01% | 2410 |
|