Westside Investment 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 | $28.5K | Hold |
1,500
| – | – | 0.01% | 582 |
|
|
2025
Q1 | $28.1K | Hold |
1,500
| – | – | 0.01% | 497 |
|
|
2024
Q4 | $28.1K | Hold |
1,500
| – | – | 0.01% | 503 |
|
|
2024
Q3 | $28.6K | Hold |
1,500
| – | – | 0.01% | 500 |
|
|
2024
Q2 | $27.6K | Hold |
1,500
| – | – | 0.01% | 488 |
|
|
2024
Q1 | $27.3K | Hold |
1,500
| – | – | 0.01% | 472 |
|
|
2023
Q4 | $26.7K | Hold |
1,500
| – | – | 0.01% | 452 |
|
|
2023
Q3 | $25.3K | Hold |
1,500
| – | – | 0.01% | 450 |
|
|
2023
Q2 | $25.3K | Hold |
1,500
| – | – | 0.01% | 459 |
|
|
2023
Q1 | $25.1K | Hold |
1,500
| – | – | 0.01% | 463 |
|
|
2022
Q4 | $26 | Hold |
1,500
| – | – | ﹤0.01% | 498 |
|
|
2022
Q3 | $25 | Buy |
+1,500
| New | +$25 | ﹤0.01% | 488 |
|