Western 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 | $1.01M | Sell |
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|
2025
Q2 | $1.02M | Sell |
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|
2025
Q1 | $1.69M | Buy |
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|
2024
Q4 | $1.67M | Buy |
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|
2024
Q3 | $1.62M | Buy |
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|
2024
Q2 | $823K | Buy |
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|
2024
Q1 | $759K | Sell |
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|
2023
Q4 | $755K | Buy |
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|
2023
Q3 | $603K | Buy |
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|
2023
Q2 | $467K | Buy |
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|
2023
Q1 | $285K | Buy |
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