Keebeck Wealth Management’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	$2.08M	Hold	109,750	–	–	0.27%	94
2025 Q1	$2.05M	Hold	109,750	–	–	0.3%	93
2024 Q4	$2.05M	Hold	109,750	–	–	0.3%	90
2024 Q3	$2.09M	Buy	109,750 +27,150	+33%	+$518K	0.3%	87
2024 Q2	$1.52M	Buy	82,600 +27,400	+50%	+$503K	0.22%	112
2024 Q1	$1.01M	Buy	+55,200	New	+$1.01M	0.15%	141