Congress 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
2025 Q2	$623K	Sell	35,000 -285	-0.8%	-$5.07K	0.01%	853
2025 Q1	$624K	Buy	+35,285	New	+$624K	0.01%	752