Sutton Place Investors’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 | $2.27M | Buy |
119,647
+3,669
| +3% | +$69.7K | 1.37% | 19 |
|
|
2025
Q1 | $2.17M | Hold |
115,978
| – | – | 1.46% | 16 |
|
|
2024
Q4 | $2.17M | Buy |
115,978
+983
| +0.9% | +$18.4K | 1.26% | 18 |
|
|
2024
Q3 | $2.19M | Buy |
114,995
+1,396
| +1% | +$26.6K | 1.34% | 17 |
|
|
2024
Q2 | $2.09M | Buy |
113,599
+1,489
| +1% | +$27.4K | 1.39% | 18 |
|
|
2024
Q1 | $2.04M | Hold |
112,110
| – | – | 1.01% | 25 |
|
|
2023
Q4 | $2M | Buy |
112,110
+1,500
| +1% | +$26.7K | 1.45% | 18 |
|
|
2023
Q3 | $1.87M | Sell |
110,610
-1,585
| -1% | -$26.8K | 2.43% | 11 |
|
|
2023
Q2 | $1.89M | Sell |
112,195
-2,461
| -2% | -$41.5K | 2.63% | 8 |
|
|
2023
Q1 | $1.92M | Buy |
114,656
+3,476
| +3% | +$58.2K | 2.61% | 10 |
|
|
2022
Q4 | $1.98M | Buy |
111,180
+1,560
| +1% | +$27.8K | 2.83% | 10 |
|
|
2022
Q3 | $1.88M | Buy |
+109,620
| New | +$1.88M | 2.85% | 11 |
|