JWA
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JFS Wealth Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

JFS Wealth Advisors’s Portfolio FPE Stock Details FPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$11.3K Buy
636
+505
+385% +$8.99K ﹤0.01% 828
2025
Q1 		$2.31K Buy
+131
New +$2.31K ﹤0.01% 1418