Focus Partners Wealth’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.94M	Buy	101,965 +247	+0.2%	+$4.69K	﹤0.01%	908
2025 Q1	$1.9M	Buy	101,718 +8,018	+9%	+$150K	﹤0.01%	853
2024 Q4	$1.75M	Buy	93,700 +64,184	+217%	+$1.2M	﹤0.01%	860
2024 Q3	$1.69M	Buy	+29,516	New	+$1.69M	0.01%	805