Beaird Harris Wealth Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-560	Closed	-$10.1K	–	509
2024 Q3	$10.1K	Sell	560 -207	-27%	-$3.75K	﹤0.01%	335
2024 Q2	$13.3K	Buy	767 +207	+37%	+$3.59K	﹤0.01%	344
2024 Q1	$9.7K	Sell	560 -206	-27%	-$3.57K	﹤0.01%	332
2023 Q4	$12.9K	Buy	+766	New	+$12.9K	﹤0.01%	313