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Diversify Wealth Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Diversify Wealth Management’s Portfolio FPE Stock Details FPE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$196K Sell
10,890
-1,478
-12% -$26.6K 0.01% 519
2025
Q1 		$215K Buy
12,368
+40
+0.3% +$695 0.02% 486
2024
Q4 		$217K Buy
+12,328
New +$217K 0.02% 480