United Capital Management of KS’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $929K | Sell |
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|
2025
Q1 | $1.19M | Buy |
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|
2024
Q4 | $1.17M | Buy |
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|
2024
Q3 | $1.12M | Sell |
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|
2024
Q2 | $1.16M | Sell |
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|
2024
Q1 | $1.25M | Sell |
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|
2023
Q4 | $1.29M | Sell |
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|
2023
Q3 | $1.55M | Sell |
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|
2023
Q2 | $1.72M | Sell |
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|
2023
Q1 | $1.91M | Buy |
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|
2022
Q4 | $2.02M | Buy |
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|
2022
Q3 | $1.87M | Sell |
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|
2022
Q2 | $3.6M | Buy |
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|
2022
Q1 | $3.81M | Buy |
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|
2021
Q4 | $3.29M | Buy |
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|
2021
Q3 | $2.77M | Buy |
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|
2021
Q2 | $2.05M | Buy |
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|
2021
Q1 | $1.41M | Buy |
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|
2020
Q4 | $1.01M | Buy |
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|
2020
Q3 | $866K | Buy |
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|
2020
Q2 | $628K | Buy |
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|
2020
Q1 | $172K | Buy |
|