Avidian Wealth Enterprises’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 Q1	–	Sell	-120,897	Closed	-$2.16M	–	443
2023 Q4	$2.16M	Buy	+120,897	New	+$2.16M	0.13%	101
2023 Q2	–	Sell	-14,846	Closed	-$249K	–	439
2023 Q1	$249K	Sell	14,846 -319,907	-96%	-$5.36M	0.01%	417
2022 Q4	$5.96M	Buy	+334,753	New	+$5.96M	0.39%	54