Consolidated Planning Corp’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
2023 Q4	–	Sell	-27,077	Closed	-$432K	–	174
2023 Q3	$432K	Sell	27,077 -111,362	-80%	-$1.78M	0.1%	111
2023 Q2	$2.21M	Buy	+138,439	New	+$2.21M	0.47%	61