1 North Wealth Services’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

1 North Wealth Services’s Portfolio FPE Stock Details FPE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Hold
2025 Q2	–	Hold
2025 Q1	–	Hold
2019 Q4	$88K	Buy
2019 Q3	$0	Buy
2019 Q1	$0	Sell
2018 Q4	$4.59M	Buy