Capital Advisors Wealth Management’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	$280K	Buy	14,760 +3,196	+28%	+$60.7K	0.04%	158
2025 Q1	$216K	Buy	+11,564	New	+$216K	0.04%	170