William Blair & Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,601
| Closed | -$33K | – | 1943 |
|
|
2021
Q4 | $33K | Buy |
1,601
+11
| +0.7% | +$227 | ﹤0.01% | 1808 |
|
|
2021
Q3 | $33K | Buy |
1,590
+17
| +1% | +$353 | ﹤0.01% | 1723 |
|
|
2021
Q2 | $33K | Buy |
1,573
+18
| +1% | +$378 | ﹤0.01% | 1734 |
|
|
2021
Q1 | $32K | Buy |
1,555
+17
| +1% | +$350 | ﹤0.01% | 1708 |
|
|
2020
Q4 | $31K | Buy |
+1,538
| New | +$31K | ﹤0.01% | 1664 |
|