Western Wealth Management’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 | $1.02M | Sell |
53,912
-36,285
| -40% | -$689K | 0.06% | 270 |
|
|
2025
Q1 | $1.69M | Buy |
90,197
+1,092
| +1% | +$20.4K | 0.11% | 181 |
|
|
2024
Q4 | $1.67M | Buy |
89,105
+4,040
| +5% | +$75.5K | 0.11% | 176 |
|
|
2024
Q3 | $1.62M | Buy |
85,065
+40,283
| +90% | +$768K | 0.09% | 223 |
|
|
2024
Q2 | $823K | Buy |
44,782
+3,144
| +8% | +$57.8K | 0.06% | 260 |
|
|
2024
Q1 | $759K | Sell |
41,638
-722
| -2% | -$13.2K | 0.06% | 271 |
|
|
2023
Q4 | $755K | Buy |
42,360
+6,631
| +19% | +$118K | 0.05% | 328 |
|
|
2023
Q3 | $603K | Buy |
35,729
+8,040
| +29% | +$136K | 0.05% | 342 |
|
|
2023
Q2 | $467K | Buy |
27,689
+10,673
| +63% | +$180K | 0.04% | 386 |
|
|
2023
Q1 | $285K | Buy |
+17,016
| New | +$285K | 0.03% | 510 |
|