QP WEALTH MANAGEMENT, LLC FPEI Holdings History
QP WEALTH MANAGEMENT, LLC's First Trust Institutional Preferred Securities and Income ETF Holding Summary
As of 2023-09-30, QP WEALTH MANAGEMENT, LLC held 160,040.00 shares of First Trust Institutional Preferred Securities and Income ETF(FPEI), totaling $2.70 Mil. This investment constitutes 4.74% of their stock portfolio, and QP WEALTH MANAGEMENT, LLC now holds 0.28% of the outstanding First Trust Institutional Preferred Securities and Income ETF(FPEI) stock.
The initial trade took place in 2021Q3. And since then QP WEALTH MANAGEMENT, LLC has made 6 purchases of FPEI, at an average price of $20.16, for a total of 276,935.00 shares. In addition, there have been 3 sales at an average price of $17.57 for 116,895.00 shares. Based on historical transaction data and FPEI's current price of $18.99, QP WEALTH MANAGEMENT, LLC's estimated gain on his FPEI holdings is $-489,125.53, reflecting a -8.76% gain to date.
QP WEALTH MANAGEMENT, LLC FPEI ($18.99) Holding Chart
QP WEALTH MANAGEMENT, LLC FPEI ($18.99) 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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