Twin Peaks Wealth Advisors’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 | $970K | Sell |
50,610
-939
| -2% | -$18K | 0.31% | 64 |
|
|
2025
Q1 | $937K | Sell |
51,549
-2,379
| -4% | -$43.3K | 0.43% | 57 |
|
|
2024
Q4 | $1.01M | Buy |
53,928
+611
| +1% | +$11.4K | 0.43% | 54 |
|
|
2024
Q3 | $1.02M | Sell |
53,317
-7,642
| -13% | -$146K | 0.47% | 46 |
|
|
2024
Q2 | $1.12M | Buy |
60,959
+4,792
| +9% | +$88K | 0.56% | 42 |
|
|
2024
Q1 | $1.02M | Buy |
56,167
+6,793
| +14% | +$124K | 0.57% | 42 |
|
|
2023
Q4 | $880K | Buy |
+49,374
| New | +$880K | 0.56% | 38 |
|