Win Advisors’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
2024
Q3
Sell
-62,791
Closed -$1.15M 65
2024
Q2
$1.15M Buy
+62,791
New +$1.15M 0.52% 29
2023
Q3
Sell
-126,845
Closed -$1.67M 52
2023
Q2
$1.67M Buy
+126,845
New +$1.67M 2.23% 13