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Gries Financial’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Gries Financial’s Portfolio FPE Stock Details FPE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-16,636
Closed -$293K – 307
2025
Q1 		$293K Sell
16,636
-14,341
-46% -$252K 0.06% 211
2024
Q4 		$548K Buy
+30,977
New +$548K 0.1% 160