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Falcon Wealth Planning’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Falcon Wealth Planning’s Portfolio FPE Stock Details FPE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$21.3M Buy
1,198,926
+60,458
+5% +$1.08M 2.16% 15
2025
Q1 		$20M Buy
1,138,468
+55,497
+5% +$976K 2.23% 15
2024
Q4 		$19.2M Buy
+1,082,971
New +$19.2M 2.14% 17