Toth Financial Advisory’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 | $11.1K | Buy |
583
+9
| +2% | +$171 | ﹤0.01% | 476 |
|
|
2025
Q1 | $10.7K | Buy |
574
+8
| +1% | +$150 | ﹤0.01% | 452 |
|
|
2024
Q4 | $10.6K | Buy |
566
+8
| +1% | +$150 | ﹤0.01% | 446 |
|
|
2024
Q3 | $10.6K | Buy |
558
+7
| +1% | +$134 | ﹤0.01% | 444 |
|
|
2024
Q2 | $10.1K | Buy |
551
+8
| +1% | +$147 | ﹤0.01% | 458 |
|
|
2024
Q1 | $9.89K | Sell |
543
-723
| -57% | -$13.2K | ﹤0.01% | 456 |
|
|
2023
Q4 | $22.6K | Buy |
1,266
+19
| +2% | +$339 | ﹤0.01% | 372 |
|
|
2023
Q3 | $21.1K | Buy |
1,247
+19
| +2% | +$321 | ﹤0.01% | 362 |
|
|
2023
Q2 | $20.7K | Buy |
1,228
+19
| +2% | +$320 | ﹤0.01% | 385 |
|
|
2023
Q1 | $20.3K | Sell |
1,209
-89
| -7% | -$1.49K | ﹤0.01% | 380 |
|
|
2022
Q4 | $23.1K | Sell |
1,298
-193
| -13% | -$3.44K | ﹤0.01% | 365 |
|
|
2022
Q3 | $26K | Buy |
1,491
+13
| +0.9% | +$227 | ﹤0.01% | 347 |
|
|
2022
Q2 | $26K | Buy |
1,478
+1
| +0.1% | +$18 | ﹤0.01% | 338 |
|
|
2022
Q1 | $29K | Buy |
1,477
+1
| +0.1% | +$20 | ﹤0.01% | 342 |
|
|
2021
Q4 | $30K | Buy |
1,476
+676
| +85% | +$13.7K | ﹤0.01% | 345 |
|
|
2021
Q3 | $17K | Buy |
+800
| New | +$17K | ﹤0.01% | 417 |
|