BWM
FPE icon

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

BKM Wealth Management’s Portfolio FPE Stock Details FPE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-245
Closed -$4.13K – 320
2023
Q4 		$4.13K Buy
+245
New +$4.13K ﹤0.01% 527