Connecticut 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	$2.16M	Sell	23,952 -2,750	-10%	-$248K	0.1%	89
2025 Q1	$1.97M	Buy	+26,702	New	+$1.97M	0.1%	97