Spire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $435K | Sell |
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|
2025
Q2 | $464K | Sell |
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|
2025
Q1 | $474K | Sell |
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|
2024
Q4 | $485K | Sell |
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|
2024
Q3 | $506K | Sell |
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|
2024
Q2 | $501K | Sell |
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|
2024
Q1 | $988K | Sell |
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|
2023
Q4 | $1.01M | Sell |
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|
2023
Q3 | $992K | Buy |
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|
2023
Q2 | $783K | Buy |
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|
2023
Q1 | $1.56K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $10K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $10K | Buy |
|