Independent Advisor Alliance’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
2025 Q1	–	Sell	-842,311	Closed	-$14.9M	–	987
2024 Q4	$14.9M	Buy	+842,311	New	+$14.9M	0.2%	110
2020 Q1	–	Sell	-94,525	Closed	-$1.9M	–	539
2019 Q4	$1.9M	Buy	+94,525	New	+$1.9M	0.08%	244