Steward Partners Investment Advisory’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 | $1.53M | Sell |
|
|||||
|
2025
Q2 | $1.55M | Sell |
|
|||||
|
2025
Q1 | $1.54M | Buy |
|
|||||
|
2024
Q4 | $1.51M | Buy |
|
|||||
|
2024
Q3 | $1.43M | Buy |
|
|||||
|
2024
Q2 | $1.32M | Buy |
|
|||||
|
2024
Q1 | $1.3M | Buy |
|
|||||
|
2023
Q4 | $985K | Buy |
|
|||||
|
2023
Q3 | $711K | Buy |
|
|||||
|
2023
Q2 | $682K | Buy |
|
|||||
|
2023
Q1 | $642K | Buy |
|
|||||
|
2022
Q4 | $4.83K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $41K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $14K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $5K | Hold |
|
|||||
|
2018
Q2 | $5K | Buy |
|