Beacon Financial Advisory’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
2025 Q2	$1.33M	Buy	70,163 +11,632	+20%	+$221K	0.34%	72
2025 Q1	$1.09M	Buy	58,531 +13,335	+30%	+$249K	0.33%	85
2024 Q4	$845K	Buy	45,196 +12,261	+37%	+$229K	0.27%	98
2024 Q3	$628K	Buy	32,935 +8,586	+35%	+$164K	0.21%	131
2024 Q2	$447K	Buy	+24,349	New	+$447K	0.17%	158