Summit 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 | $486K | Hold |
25,614
| – | – | 0.09% | 134 |
|
|
2025
Q1 | $479K | Sell |
25,614
-6,746
| -21% | -$126K | 0.1% | 128 |
|
|
2024
Q4 | $605K | Sell |
32,360
-146,453
| -82% | -$2.74M | 0.12% | 114 |
|
|
2024
Q3 | $3.41M | Buy |
178,813
+68,142
| +62% | +$1.3M | 0.66% | 37 |
|
|
2024
Q2 | $2.03M | Sell |
110,671
-1,081
| -1% | -$19.9K | 0.42% | 47 |
|
|
2024
Q1 | $2.04M | Buy |
111,752
+68,409
| +158% | +$1.25M | 0.43% | 42 |
|
|
2023
Q4 | $773K | Buy |
43,343
+12,387
| +40% | +$221K | 0.18% | 86 |
|
|
2023
Q3 | $523K | Buy |
30,956
+4,561
| +17% | +$77K | 0.13% | 105 |
|
|
2023
Q2 | $445K | Buy |
26,395
+13,125
| +99% | +$221K | 0.11% | 116 |
|
|
2023
Q1 | $222K | Buy |
13,270
+2,214
| +20% | +$37.1K | 0.06% | 171 |
|
|
2022
Q4 | $197K | Buy |
+11,056
| New | +$197K | 0.05% | 173 |
|