Key Financial Inc FPEI Holdings History
Key Financial Inc's First Trust Institutional Preferred Securities and Income ETF Holding Summary
As of 2025-03-31, Key Financial Inc held 424,465.00 shares of First Trust Institutional Preferred Securities and Income ETF(FPEI), totaling $7.94 Mil. This investment constitutes 1.73% of their stock portfolio, and Key Financial Inc now holds 0.52% of the outstanding First Trust Institutional Preferred Securities and Income ETF(FPEI) stock.
The initial trade took place in 2023Q1. And since then Key Financial Inc has made 7 purchases of FPEI, at an average price of $17.25, for a total of 968,389.00 shares. In addition, there have been 2 sales at an average price of $18.84 for 543,924.00 shares. Based on historical transaction data and FPEI's current price of $19.01, Key Financial Inc's estimated gain on his FPEI holdings is $1.61 Mil, reflecting a 9.67% gain to date.
Key Financial Inc FPEI ($19.01) Holding Chart
Key Financial Inc FPEI ($19.01) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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