Capital Advisors Wealth Management’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Capital Advisors Wealth Management’s Portfolio FPEI Stock Details FPEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$297K	Buy
2025 Q2	$280K	Buy
2025 Q1	$216K	Buy