Kelly Financial Services’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
2024 Q3	–	Sell	-724	Closed	-$13.3K	–	319
2024 Q2	$13.3K	Buy	724 +7	+1%	+$129	﹤0.01%	382
2024 Q1	$13.1K	Buy	+717	New	+$13.1K	0.01%	383