Wagner Wealth Management’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
Q3 | $348K | Buy |
|
|||||
|
2025
Q2 | $341K | Buy |
|
|||||
|
2025
Q1 | $335K | Buy |
|
|||||
|
2024
Q4 | $278K | Sell |
|
|||||
|
2024
Q3 | $317K | Sell |
|
|||||
|
2024
Q2 | $306K | Buy |
|
|||||
|
2024
Q1 | $73.1K | Sell |
|
|||||
|
2023
Q4 | $316K | Buy |
|
|||||
|
2023
Q3 | $284K | Sell |
|
|||||
|
2023
Q2 | $497K | Sell |
|
|||||
|
2023
Q1 | $506K | Buy |
|
|||||
|
2022
Q4 | $537K | Sell |
|
|||||
|
2022
Q3 | $807K | Buy |
|
|||||
|
2022
Q2 | $565K | Sell |
|
|||||
|
2022
Q1 | $1.23M | Buy |
|
|||||
|
2021
Q4 | $350K | Buy |
|
|||||
|
2021
Q3 | $88K | Buy |
|
|||||
|
2021
Q2 | $64K | Hold |
|
|||||
|
2021
Q1 | $63K | Buy |
|