Wealth Enhancement Advisory Services’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 | $408K | Sell |
21,424
-3,354
| -14% | -$63.9K | ﹤0.01% | 2363 |
|
|
2025
Q1 | $463K | Buy |
24,778
+7,683
| +45% | +$144K | ﹤0.01% | 2107 |
|
|
2024
Q4 | $320K | Buy |
17,095
+6,117
| +56% | +$114K | ﹤0.01% | 2311 |
|
|
2024
Q3 | $209K | Buy |
+10,978
| New | +$209K | ﹤0.01% | 2402 |
|
|
2024
Q1 | – | Sell |
-18,511
| Closed | -$330K | – | 2400 |
|
|
2023
Q4 | $330K | Buy |
18,511
+5,192
| +39% | +$92.6K | ﹤0.01% | 1751 |
|
|
2023
Q3 | $225K | Buy |
+13,319
| New | +$225K | ﹤0.01% | 1926 |
|