WealthCare Investment Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-11,095
| Closed | -$186K | – | 123 |
|
|
2023
Q1 | $186K | Sell |
11,095
-9,610
| -46% | -$161K | 0.11% | 124 |
|
|
2022
Q4 | $369K | Buy |
20,705
+5,088
| +33% | +$90.6K | 0.25% | 78 |
|
|
2022
Q3 | $268K | Buy |
15,617
+3,458
| +28% | +$59.3K | 0.22% | 89 |
|
|
2022
Q2 | $215K | Buy |
12,159
+1,529
| +14% | +$27K | 0.18% | 100 |
|
|
2022
Q1 | $205K | Buy |
+10,630
| New | +$205K | 0.18% | 102 |
|