Stratos Wealth Partners’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 | $1.06M | Sell |
55,940
-2,987
| -5% | -$56.7K | 0.01% | 673 |
|
|
2025
Q1 | $1.1M | Buy |
58,927
+2,106
| +4% | +$39.4K | 0.02% | 626 |
|
|
2024
Q4 | $1.06M | Buy |
56,821
+656
| +1% | +$12.3K | 0.02% | 679 |
|
|
2024
Q3 | $1.07M | Buy |
56,165
+6,581
| +13% | +$126K | 0.02% | 654 |
|
|
2024
Q2 | $911K | Buy |
49,584
+12,129
| +32% | +$223K | 0.01% | 685 |
|
|
2024
Q1 | $682K | Buy |
37,455
+1,893
| +5% | +$34.5K | 0.01% | 776 |
|
|
2023
Q4 | $634K | Sell |
35,562
-12,186
| -26% | -$217K | 0.01% | 782 |
|
|
2023
Q3 | $806K | Buy |
47,748
+1,938
| +4% | +$32.7K | 0.02% | 644 |
|
|
2023
Q2 | $772K | Buy |
45,810
+2,184
| +5% | +$36.8K | 0.02% | 613 |
|
|
2023
Q1 | $731K | Sell |
43,626
-40,529
| -48% | -$679K | 0.02% | 563 |
|
|
2022
Q4 | $1.5M | Buy |
84,155
+38,873
| +86% | +$692K | 0.04% | 411 |
|
|
2022
Q3 | $777K | Buy |
+45,282
| New | +$777K | 0.02% | 552 |
|