WF
Wayfinding Financial’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.01M | Sell |
157,472
-47,857
| -23% | -$914K | 1.35% | 20 |
|
|
2025
Q1 | $3.84M | Buy |
205,329
+51,187
| +33% | +$957K | 1.68% | 16 |
|
|
2024
Q4 | $2.88M | Buy |
154,142
+29,416
| +24% | +$550K | 1.54% | 16 |
|
|
2024
Q3 | $2.38M | Buy |
124,726
+15,463
| +14% | +$295K | 1.77% | 18 |
|
|
2024
Q2 | $2.01M | Sell |
109,263
-40
| -0% | -$735 | 1.13% | 22 |
|
|
2024
Q1 | $1.99M | Buy |
+109,303
| New | +$1.99M | 1.16% | 21 |
|