SHELTON WEALTH MANAGEMENT, LLC FPEI Holdings History
SHELTON WEALTH MANAGEMENT, LLC's First Trust Institutional Preferred Securities and Income ETF Holding Summary
As of 2025-06-30, SHELTON WEALTH MANAGEMENT, LLC held 56,668.00 shares of First Trust Institutional Preferred Securities and Income ETF(FPEI), totaling $1.08 Mil. This investment constitutes 0.52% of their stock portfolio, and SHELTON WEALTH MANAGEMENT, LLC now holds 0.07% of the outstanding First Trust Institutional Preferred Securities and Income ETF(FPEI) stock.
The initial trade took place in 2022Q2. And since then SHELTON WEALTH MANAGEMENT, LLC has made 6 purchases of FPEI, at an average price of $18.34, for a total of 333,525.00 shares. In addition, there have been 7 sales at an average price of $17.84 for 276,857.00 shares. Based on historical transaction data and FPEI's current price of $18.99, SHELTON WEALTH MANAGEMENT, LLC's estimated gain on his FPEI holdings is $-100,850.15, reflecting a -1.65% gain to date.
SHELTON WEALTH MANAGEMENT, LLC FPEI ($18.99) Holding Chart
SHELTON 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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